Transferring a Foreign Pension Plan to Your RRSP or RRIF

 June 27, 2024 |Charles W. Cullen III
Many Canadian residents find themselves in situations where they have a foreign pension plan that was earned while working abroad. This article discussed transferring it back to a RRSP or RRIF on a tax-efficient basis. To see if this option could work...
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Are You a U.S. Person Living in Canada?

 June 20, 2024 |Charles W. Cullen III
The U.S. is one of the few countries in the world that levies tax on your worldwide income based on citizenship and residency status. An individual who's considered to be a U.S. person for U.S. income tax purposes, regardless of where they're living,...
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Ten Strategies to Pay Less Tax in Retirement

 June 13, 2024 |Charles W. Cullen III
Are you approaching retirement or have you recently retired? To enjoy the next phase in your life, maximizing your retirement income can go a long way. To learn more, click below. For even more information, please reach out. Click Here
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Old Age Security and Other Government Income Sources

 June 06, 2024 |Charles W. Cullen III
Starting at age 65, you are entitled to receive Old Age Security (OAS). For strategies on additional benefits you may qualify for, or conversely, strategies to help you reduce your exposure to OAS clawback, please click below. As always, for a more detailed...
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