If you are a Canadian who is considering a 529 plan, and especially for anyone with investment in a 529 plan who is moving back to Canada, clear expert advice from a cross-border financial specialist is a very prudent step. Above is an infographic that illustrates the cross-border considerations and implications of holding a 529 plan.
By downloading our eBook, you’ll get insight, perspective and advice from cross-border advisors that have personally navigated this journey and have decades of experience from advising and helping clients with the implications of holding a 529 plan. Complete the form below to access the eBook.
