Retiring Abroad from Canada: DON'T LEAVE Before Taking THESE KEY Steps!

Thinking about retiring abroad from Canada? Don’t make a move before you understand these essential steps! Many new retirees overlook crucial details, leading to unexpected tax burdens and financial stress. In this video, we'll cover 9 key steps you must take to ensure a smooth transition from Canadian resident to expatriate.

We'll discuss how to:

Navigate tax implications
Manage cross-border investments
Understand residency status changes
Handle RRSPs and other retirement accounts
Comply with tax returns and departure taxes
Deal with withholding taxes on withdrawals
Sell your primary residence tax-efficiently
Retain healthcare coverage across provinces
Seek expert guidance to secure your financial future abroad

I’m Joe from IA Private Wealth and IA Private Wealth USA, a registered fiduciary Portfolio Manager and Investment Advisor in Canada and the US. Join me as we delve into the complexities of retiring abroad and how to avoid costly mistakes. Plus, celebrate with me as we hit 1,000 subscribers—thank you for your support!

If you find this content valuable, please like, subscribe, and check out my affiliate channel @joemacekusa for US retirement planning. Ready to make your retirement dreams a reality? Watch now for essential insights and tips!

If you would like a personal one-on-one consultation, please contact me here:
https://joemacek.com/contact-us/

Links to Website Calculators
https://joemacek.com/resources/
https://financialcalculators.net/iapr...

Studies Showing Advisor Value!
https://advisors.vanguard.com/content...
https://www.pm-research.com/content/i...

Link of Sources:

https://www.canada.ca/en/revenue-agen...

https://www.crowe.com/ca/crowemackay/...

https://www.canada.ca/en/revenue-agen...

https://www.canada.ca/en/revenue-agen...



#RetiringAbroad #CanadaRetirement #ExpatLife #TaxPlanning #FinancialAdvice #RRSP #InvestmentTips #CrossBorderFinance #RetirementPlanning #FinancialFreedom #CanadianExpats #IAWealth #JoeMacek #ExpatFinance #TaxImplications #HealthcareCoverage #RetirementStrategies #LeaveCanada #Expats #GlobalRetirement #FinancialPreparation #PensionPlanning #TaxStrategies #NonResidentStatus #WealthManagement #ExpatRetirement #InvestmentAdvice #FinancialSecurity #LivingAbroad #FinancialPlanning #CanadaExpat #MovingAbroad #InternationalRetirement #RetirementGoals #TaxTips #CrossBorderInvesting