Moving from the United States to Canada with Investments and Retirement Accounts
A decision guide for U.S. citizens moving to Canada with brokerage accounts, retirement savings, a home, and reporting obligations.
Read the guideA coordinated view
What belongs in country guides
A country guide is a starting map, not a personal conclusion. Residence, citizenship, family, employment, account structure, and timing can change how the rules apply.
Use each guide to prepare the facts and questions that U.S. and local professionals need to address together before a transaction or relocation.
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Start with the issue closest to your current decision, then identify which tax, legal, investment, and family questions connect to it.
Financial planning for Americans in Australia
A detailed U.S.–Australia planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Austria
A detailed U.S.–Austria planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in France
A detailed U.S.–France planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Germany
A detailed U.S.–Germany planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Ireland
A detailed U.S.–Ireland planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Italy
A detailed U.S.–Italy planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Mexico
A detailed U.S.–Mexico planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in the Netherlands
A detailed U.S.–the Netherlands planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in New Zealand
A detailed U.S.–New Zealand planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Norway
A detailed U.S.–Norway planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Portugal
A detailed U.S.–Portugal planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Puerto Rico
A detailed U.S.–Puerto Rico planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Saudi Arabia
A detailed U.S.–Saudi Arabia planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Singapore
A detailed U.S.–Singapore planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Spain
A detailed U.S.–Spain planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Sweden
A detailed U.S.–Sweden planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in Switzerland
A detailed U.S.–Switzerland planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideFinancial planning for Americans in the United Kingdom
A detailed U.S.–the United Kingdom planning guide with practical examples covering residence, tax, investments, retirement, property, insurance, and inheritance.
Read the guideDAFT and the Netherlands: a private-wealth planning map
Immigration is only the first layer. Coordinate the business, tax residence, investments, pensions, estate plan, and U.S. reporting.
Read the guideU.S.–Germany wealth planning: accounts, pensions, and timing
A structured review for households moving between the United States and Germany with investments, pensions, or equity compensation.
Read the guideMoving from the United States to Norway: a financial planning guide
Review residence, wealth taxation, investments, pensions, social insurance, and estate documents before the move.
Read the guideMoving from the United States to Sweden: a financial planning guide
Coordinate residence, investment accounts, pensions, social insurance, and the Swedish ten-year rule.
Read the guideMoving from the United States to Finland: a financial planning guide
Plan for residence, investments, pensions, benefits, and reporting before establishing Finnish residence.
Read the guideMoving from the United States to Denmark: a financial planning guide
Review residence, securities taxation, pensions, social benefits, and departure planning.
Read the guideFinancial planning for Americans living in France
Coordinate treaty positions, investments, pensions, property, trusts, and succession in one plan.
Read the guideFinancial planning for Americans living in the United Kingdom
Review residence, changing foreign-income rules, pensions, ISAs, trusts, property, and inheritance exposure.
Read the guideMoving from the United States to Switzerland: a financial planning guide
Connect cantonal taxation, pensions, healthcare, investments, property, and estate planning.
Read the guideMoving from the United States to Austria: a financial planning guide
Plan for residence, investment taxation, pensions, social insurance, property, and succession.
Read the guideMoving from the United States to Ireland: a financial planning guide
Review residence, domicile, remittances, investments, pensions, and capital acquisitions tax.
Read the guideMoving from the United States to Portugal: a financial planning guide
Use current rules for residence, incentives, pensions, investments, property, and estate planning.
Read the guideMoving from the United States to Spain: a financial planning guide
Coordinate residence, foreign-asset reporting, investments, property, pensions, and regional succession rules.
Read the guideMoving from the United States to Italy: a financial planning guide
Review residence, foreign assets, pensions, property, succession, and special regimes using current rules.
Read the guideMoving from the United States to Mexico: a financial planning guide
Address residence, U.S. accounts, Mexican investments, property, pensions, healthcare, and estate documents.
Read the guideMoving From the United States to Germany
Americans who want a coordinated overview of German tax investing retirement and estate issues. A practical long-form guide to determine german tax residency and filing scope, understand treaty coordination and double tax relief, review brokerage access and fund classification, and the decisions that connect them.
Read the guideMoving From the United States to the Netherlands
Americans considering employment retirement or entrepreneurship in the Netherlands. A practical long-form guide to establish residency and understand box taxation, assess the current expatriate tax facility, review u s brokerage and european investment access, and the decisions that connect them.
Read the guideUsing DAFT to Build a Life in the Netherlands
U S entrepreneurs evaluating the Dutch American Friendship Treaty route. A practical long-form guide to explain who may qualify and what daft permits, build the business and cash flow plan, understand registration banking and insurance, and the decisions that connect them.
Read the guideMoving From the United States to France
Americans seeking a practical guide to French tax treaty investment and inheritance issues. A practical long-form guide to set the residency date and first filing year, use the treaty framework for u s income and accounts, avoid investment products that create tax conflicts, and the decisions that connect them.
Read the guideMoving From the United States to the United Kingdom
Americans relocating to the U K for work family or retirement. A practical long-form guide to understand residence and the current foreign income regime, coordinate u s and u k income taxation, navigate the offshore fund and pfic conflict, and the decisions that connect them.
Read the guideMoving From the United States to Sweden
Americans preparing for Swedish tax investment and family planning rules. A practical long-form guide to determine swedish tax residence and registration, map income capital and social contribution exposure, review the ten year rule and departure planning, and the decisions that connect them.
Read the guideMoving From the United States to Norway
Americans weighing Norway's taxes public benefits and investment rules. A practical long-form guide to establish residency and worldwide income exposure, understand income wealth and capital gains taxation, plan national insurance and retirement benefits, and the decisions that connect them.
Read the guideMoving From the United States to Switzerland
Americans comparing Swiss cantons and planning a move. A practical long-form guide to explain federal cantonal and municipal taxation, compare residency permits and canton selection, review healthcare pensions and social insurance, and the decisions that connect them.
Read the guideMoving From the United States to Portugal or Spain
Families comparing two popular European destinations. A practical long-form guide to compare residence pathways and tax residency tests, contrast income wealth and investment taxation, review healthcare housing and cost of living, and the decisions that connect them.
Read the guideMoving From the United States to Italy or Ireland
Americans choosing between two countries with very different tax and estate systems. A practical long-form guide to compare residency and special tax regimes, map employment investment and pension income, review domicile inheritance and gift rules, and the decisions that connect them.
Read the guide