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Moving from Canada to the US? | "What You Need To Know"

Are you thinking about moving from Canada to the US? It's always a huge deal when someone decides to move to another country, often leaving friends and family searching for a better opportunity. For anyone looking to move south of the border, an ounce of prevention concerning your financial affairs can go a long way. I deal with these types of situations in my financial advisory practice every day, so I thought I'd take a moment to share the "Top 4 things you'll need to know when moving from Canada to the US". Here is what we cover in today's video: 1. Opening (0:00) 2. How to sever your ties from Canada (1:27) 3. What to do with your TFSA and RESP accounts (2:07) 4. How some states will treat your $CAD retirement accounts (3:03) 5. What to do with your brokerage accounts (3:39) Please feel free to check out my website's cross border section should you want more information. Website link: https://www.sartorialwealth.com/our-c... IRS and CRA websites with the forms I referenced: 1. https://www.irs.gov/forms-pubs/about-... 2. https://www.canada.ca/en/revenue-agen... If you haven't subscribed to our channel, please do and be sure to click the bell icon to get notifications when we launch our newest videos! #crossborder #taxes #investing #retirementaccounts #emmigrationtotheus #movingtocanada #movingtotheus #crossborderinvesting #canadaandusborder #movingacrosstheborder #leavingcanada #movingtotheus #movingsouthoftheborder #livingintheus #livinginthestates