New updated 9th edition!

• Save money with sound cross-border financial planning
• For snowbirds and permanent residents
• Get the best from both countries
• Learn tips on investing in real estate

You won’t want to leave home without it!

In this informative guide, noted financial planner and columnist Robert Keats teaches you everything you need to know about cross-border financial planning. You’ll learn how to:

• Avoid getting caught by fluctuations in Canadian currency
• Qualify for old-age and social security benefits on both sides of the border
• Get the best from both the Canadian and U.S. medical systems — without the disadvantages of either
• Buy a retirement home and deduct the mortgage interest from your Canadian tax return
• Receive your Canadian pensions in the U.S. — almost tax-free!
• Make U.S.-based investments that are exempt from U.S. income tax and filing requirements
• Use the new U.S.–Canada Tax Treaty to receive the equivalent of an unlimited capital gains exemption
• Alleviate your tax burden when you return to Canada after an extended stay in the U.S.

. . . and much, much more!

Don’t make a run for the border without The Border Guide in hand!

The Author

Robert Keats is an internationally renowned expert in cross-border financial planning. He has discussed financial matters on the CTV national news and in the Financial Post and Los Angeles Times. He is the publisher of The Sunbelt Canadian newsletter and is on the editorial board for the Canadian Journal of Financial Planning. He lives in Phoenix, Arizona.

Reviews

“Eases cross-border strain...the questions are trickier than they look and not amenable to easy answers... The Border Guide is as good a place as any to start.”
— Ellen Roseman, Globe & Mail

“The Border Guide is a must for anyone who has ever considered investing, purchasing property, or seasonal residence in the United States.”
— Canadian MoneySaver

Sample Chapter

Download a sample chapter in PDF format

Details:

• Robert Keats, CFP, RFP, MSFP
• ISBN 13: 978-1-55180-830-7
• 6x9
• Ninth edition
• Paper
• $24.95
• 380 pages
• Cat: Business/Personal Finance