Wealth without Borders
The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.
Understanding the ins and outs of the various Social Security benefits is difficult enough for financial professionals who reside in the US and work with clients who have spent their entire working lives in the US. Those financial professionals who work with clients who have spent time working in both Canada and the US must surmount an even greater wall of understanding when it comes to Social Security benefits, as well as how these benefits interact with Canadian social benefits like the Canada Pension Plan (CPP) and Old Age Security (OAS).
