A quick but important piece on the rules to know if you own Canadian Life Insurance and move to the United States.
Bird’s Eye Wealth Planners | Planning for Emigrating to the US
The last few weeks I’ve talked about a bunch of high-level stuff for Canadians that emigrate to another country. I touched on your Canadian investment accounts, how CPP and US Social Security integrate and what is a PFIC. Today let’s start a series that digs a bit deeper on planning stuff for those of you that are moving to the US.
Discussion