Retiring Abroad? Do You Lose Your CPP and OAS if You Move Out of Canada? скачать в хорошем качестве

Retiring Abroad? Do You Lose Your CPP and OAS if You Move Out of Canada?

Retiring Abroad? Can You Live Outside of Canada and Collect CPP and OAS? Do You Lose Your CPP and OAS if You Move Out of Canada? Considering retiring abroad? Wondering how moving out of Canada could impact your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits? In this video, I’ll answer two critical questions: Can you live outside of Canada and collect CPP and OAS, and do you lose your CPP and OAS if you move out of Canada? Join me as I dive deep into: CPP and OAS Benefits Abroad: Discover how you can continue to receive your CPP and OAS payments even after leaving Canada. Tax Implications: Understand the tax implications based on your new country of residence. Residency Requirements: Learn about the specific residency rules for OAS and how they affect your eligibility. OAS Clawback: Find out if the OAS clawback applies if you live in another country and how tax treaties can impact this. Important Forms and Links: I’ve included links to essential forms and resources in the description below to help you navigate your retirement planning. My name is Joe from IA Private Wealth and IA Private Wealth USA. As a fully registered fiduciary Portfolio Manager and Investment Advisor, I’m here to provide trusted advice on financial planning and retirement strategies. If you would like a personal one-on-one consultation, please contact me here: https://joemacek.com/contact-us/ Links to Website Calculators https://joemacek.com/resources/ https://financialcalculators.net/iapr... Studies Showing Advisor Value! https://advisors.vanguard.com/content... https://www.pm-research.com/content/i... Link to Sources: List of countries with social security agreement with Canada https://www.canada.ca/en/revenue-agen... Taxes on Benefits Outside of Canada https://www.canada.ca/en/services/ben... OASRI https://www.canada.ca/en/revenue-agen... 217 Form https://www.canada.ca/content/dam/cra... Using a Social Security Agreement to Qualify https://www.canada.ca/en/services/ben... Social Security Agreements https://www.canada.ca/en/revenue-agen... NR5 Application by a Non-Resident of Canada https://www.canada.ca/en/revenue-agen... Here is a list of countries with Tax treaties from the CRA website: https://www.canada.ca/en/department-f... #RetirementPlanning #CPP #OAS #CanadaPensionPlan #OldAgeSecurity #RetireAbroad #FinancialPlanning #CanadianRetirement #Expats #RetirementBenefits #PensionPlan #CrossBorderAdvising #CPPBenefits #OASBenefits #TaxImplications #RetirementAdvice #FinancialAdvisor #InvestmentAdvice #ExpatsCanada #RetirementAbroad #SeniorBenefits