Overview
This book is the definitive guide to cross-border financial planning. If you are a Canadian living in the US seasonally or all-year-round, or if you are an American citizen returning to the US after a prolonged stay in Canada, this book can save you money, time and headaches. It teaches you how to become a legal US resident, qualify for benefits, get the most from medical systems, make US-based investments exempt from US income tax, and remove your RRSP from Canada at no or very low tax. It has been bolstered with new chapters on tax benefits for residents who move to and from both sides of the border.Author Biography
Robert Keats, CFP (Canada), CFP (US), RFP (Canada), MSFP, is an internationally renowned expert on cross-border financial planning. He is a contributing editor to Canadian MoneySaver and his writing has been featured in The Globe and Mail, National Post and LA Times. Keats began his financial planning career in 1976 and is president and major shareholder of the largest financial advisory firm specializing in Canada-United States cross-border financial planning.