Understanding the 2025 U.S. Federal Tax Updates
5/22/2025
Introducing Our Quick Guide on 2025 U.S. Federal Tax: Key Facts and Figures
RJLU Blog
Tax Considerations for Canadians Selling Their U.S. Properties
2/24/2025
Owning a U.S. property and travelling south to enjoy the sunshine in states such as Florida or Arizona during the cold Canadian winters is enjoyed by many Canadians.
RJLU Blog
Putting more life into the 10-year rule
2/19/2025
With the recent finalization of the 10-year rule for IRAs, introduced by the SECURE Act, beneficiaries of qualified retirement accounts now need to think more strategically about what they’re inheriting.
RJLU Blog
Year-end tax and financial planning considerations 2024
12/19/2024
The end of the year provides a time to review your financial plans and see how they should adapt, particularly amidst rapid change.
RJLU Blog
IRS Issues Final Regulations Surrounding RMDs for Inherited IRAs
8/12/2024
If you inherited an IRA after December 31, 2019, or are set to inherit one soon, you need to know that the rules surrounding IRA inheritances have become more complicated for some designated beneficiaries.
RJLU Blog
Avoid Probate with a Transfer on Death Agreement
4/25/2024
U.S. residents with retail investment accounts at Raymond James (USA) Ltd. (RJLU) can name beneficiaries to inherit their accounts with a transfer on death agreement (TOD).
RJLU Blog
RMD rules delayed for inherited IRAs...again?
4/25/2024
If you’ve recently inherited an IRA or are set to inherit one soon, you need to know that the rules surrounding IRA inheritances have become more complicated for some designated beneficiaries.
Cross-border
How to Protect Income from Taxation in 2024: Introducing Our U.S. Tax and Financial Planning Guide
4/15/2024
Effective tax planning isn't just about filing your taxes on time.
RJLU Blog
