Posts Tagged ‘investing wisely’

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

TD Economics reports that more than 500,000 Canadians spend significant periods of time in the United States.  These individuals may be unaware that a Canadian can be deemed a U.S. person and subject to U.S. tax filing requirements if holding certain investment vehicles. The definition of a U.S. [Read more]

MONEY$ WORTH: Kim Inglis Explores Insured Annuities

MONEY$ WORTH: Kim Inglis Explores Insured Annuities

Increased life expectancy has investors worrying that they will outlive their retirement assets, and their anxiety is magnified by concerns about preserving the assets through future market gyrations. This nervousness is reasonable and understandable but there are ways to address it. One is the [Read more]

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