When preparing for our move, we were lucky to come across “The Border Guide” by Robert Keats. This book was a great starting point in getting us to think about the financial planning and implications to moving across the border – for instance, what do I do with my Canadian RRSPs, can I contribute to the United States 401(k) plans, etc. The content is packed with interesting tidbits and case examples for preliminary planning in both short-term and long-term US-Canadian cross-border moves. An easy read despite the technical nature of the topic. Keep in mind, however, that a fair portion of the examples is catered towards professionals about to retire, retirees or snowbirds.
The Border Guide by Robert Keats (http://theborderguide.com, ISBN-10: 1551808552)
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