Cross-border financial advisor Lucas Wennersten has put out an audiobook version of his guide,Crossing the 49th Parallel: A Retirement Planning Guide for Crossing the US–Canada Border, now up on Audible. This release lines up with new free cross-border planning tools to help people manage retirement across the Canada–U.S. border.
Running 4 hours and 41 minutes,narrated by Mateus R. Gomes, the audiobook sports a fresh cover design . It tackles key financial questions when moving between the two countries,like handling RRSPs, IRAs, and TFSAs . Wennersten digs into the Canada–U.S. tax treaty,showing how it can either safeguard or complicate financial changes.
Wennersten, a CFP® and CFA in both nations, aims to cut through the noise. "Most folks moving between Canada and U.S . get advice made for one side. This book's the plain-language guide I wish every cross-border family had before making an irreversible move," he said. The audiobook format lets listeners dive in conveniently, whether traveling or commuting.
Priced at $15.34 or free with a 30-day Audible trial, the audiobook's on Audible's website . Print and Kindle versions are also on Amazon, giving readers multiple formats.
The guide covers crucial topics like how crossing borders affects retirement accounts,tax treaty nuances, and managing withdrawals across tax systems. Wennersten's insights aim to stop costly mistakes from misunderstanding cross-border financial rules.
Alongside the audiobook,49th Parallel Wealth Management rolled out set of interactive tools on their site. It includes thirteen calculators and checks to help users grasp U.S. residency requirements, retirement income planning,and estate exposure . These tools are made to let people apply the audiobook's concepts to their own finances with no sign-up needed.
Founded by Wennersten,49th Parallel Wealth Management is a fee-only, fiduciary registered investment adviser. The firm handles investment management, financial planning,and cross-border tax issues, focusing on clients in both Canada and the U.S. With offices in Scottsdale, Arizona, and Vancouver, B.C., it's well-placed to serve cross-border clients.
For journalists and reviewers,free audiobook review copies are available upon request . Interested parties can contact Shakorah W.,Chief Operating Officer of 49th Parallel Wealth Management,for promo codes .
While Crossing 49th Parallel and these tools offer useful info,they aren't tax, legal, or investment advice. Regulations change and personal situations differ, so users should seek personalized advice.
