PREP Podcaster - ”Success Favours The PREPared Mind”
News:News Commentary
January 26, 2022 - Participants Include:
LJ Eiben - Raymond James - @L_Eiben
John Richardson - @Expatriationlaw
Mr. LJ Eiben first participated as a guest in November of 2021 when we discussed US Social Security for Americans abroad. Today he returns for a discussion about Canada Pension Plan and Old Age Security.
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Mr. LJ Eiben is a Financial Advisor at Raymond James.
The information in this podcast was obtained from sources RJA and believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views expressed are not necessarily those of Raymond James (USA) Ltd. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Raymond James (USA) Ltd. is a member of FINRA / SIPC
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Financial planning has become a necessity for all individuals and families. US citizens living outside the United States face particularly difficult hurdles. Much of this is the result of the requirement of filing taxes in both Canada and the United States. What one tax system gives, the other taxes. As a result, it is essential that US citizens receive specialized financial, investment, tax (and even life) advice. In general the receipt of US Social Security is NOT dependent on being a US citizen. Hence it is available to all individuals who "paid into the system" without regard to citizenship. It is available to Green Card holders returning home, US citizens living abroad and those who renounced US citizenship.
Raymond James as a "cross border platform" which means that (in general) it can hold US investments in Canada for Canadians.
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Canada Pension Plan And Financial Planning:
When it comes to Canada Pension Plan it's important to NOT leave money on the table. In this podcast Mr. Eiben gives his reasons for why it may make sense to delay receiving Canada Pension Plan to age 70 which will result in significantly higher payments. In addition, those higher payments will result in higher spousal/retirement benefits!
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The Significance Of The Pandora Papers: Is the wealth of the public the business of the public?
Professor Steven Dean Part 1: The Sociology Of International Tax - A History Of Privilege
Updating Citizenship-Based Taxation - Regulation, Legislation or Both?
"All Roads Lead To Renunciation" - An Accidental American discusses his renunciation journey
Defining Residence based taxation: What it is and what it is not
Part 1: Renouncing US Citizenship? Valuation of joint interests (including the family home) in the context of the 877A Exit Tax Rules
Taxability of Canada's CERB payment and the US CARES Act payment for Dual Canada/US citizens residing in Canada
Moving To Another Country? Consider: Pensions, Mobility and Pension Mobility
Trowbridge Partner Wayne Bewick: Canada's Principal Residence Capital Gains Exemption - Will It Continue?
Mobility Consultant David Lesperance -The Warren Wealth Tax And Quick Citizenship By Investment Options
Dr. Laura Snyder Explains The US Extraterritorial Tax Regime And How It Applies To Americans Abroad: Let The Senate Finance Committee Know How It Affects You!
Coach Coutts: If you want to stay healthy, don't sit too long
The Senate Finance Committee Holds Hearings Affecting Mini-MultiNationals AKA #AmericansAbroad
Residency As An Investment Asset: Why Paying To Sever Tax Residency Can Be An Investment - Canada Edition
The Impact Of The Proposed Warren Wealth Tax (and How It Ineracts With FATCA) On Americans Abroad
Mobility Consultant David Lesperance - Citizenship through lineage and through marriage
US Treasury publishes list suggesting record numbers relinquishing US citizenship in 2020 - but what can be inferred from the list?
The Tax Treaty Saving Clause - 2021 Edition: How the USA exports @CitizenshipTax throughout the world
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