Retiring Abroad | What Happens to CPP, OAS & GIS?

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  • เผยแพร่เมื่อ 28 ธ.ค. 2024

ความคิดเห็น • 392

  • @DavidtheNorseman
    @DavidtheNorseman ปีที่แล้ว +61

    This is amazingly clear and succinct! I've never heard CPP/OAS/GIS explained so clearly. Thank you!!

  • @terryevp4084
    @terryevp4084 ปีที่แล้ว +30

    Bravo. The Best video that I have seen on TH-cam that I ever come across which explains in a nutshell retiring abroad with CPP & OAS. Many Thanks for your time. Congrats on 10K subs. ..!!!

  • @martymendes1
    @martymendes1 ปีที่แล้ว +22

    Wow! I have watched countless videos on this very topic, and yet you have included a few very interesting facts that I had never come across. Thank you and well done.

  • @gaoldias
    @gaoldias ปีที่แล้ว +11

    Very interesting and informative. My wife is Colombian and we are looking to retire to Colombia when the time comes.

  • @25Soupy
    @25Soupy 9 หลายเดือนก่อน +47

    The main reason most of use want to retire in another country (besides the weather) is because we can't afford to live in Canada. If you qualify for GIS you're poor as dirt in Canada. Makes no sense people are disqualified from GIS if you don't live in Canada.

    • @JS-jh4cy
      @JS-jh4cy 8 หลายเดือนก่อน +1

      It makes sense the government doesn't give a shit and doesn't want to pay out pension money, so they invented the gis clawback

    • @secretagent86
      @secretagent86 7 หลายเดือนก่อน +2

      With proper tax planning one can get GIS if not dirt broke. Assuming no work pension but savings in rrsp. Take $2k per year rrif (not rrsp) age65. Use tfsa savings between ages 65 and 71 keeping taxable income super low.

    • @Pattycake-n9g
      @Pattycake-n9g 7 หลายเดือนก่อน +3

      The GIS for pensioners is a top up for the cost of living. If you move to a cheaper country you no longer need the top up because you’ve found a lower cost of living.

    • @msbossvlog1528
      @msbossvlog1528 6 หลายเดือนก่อน +1

      Guarantee income supplement is for people who never contributed to Cpp and didn’t have residency for OAs. These are people who never worked in their lives usually.

    • @jksouthern
      @jksouthern 5 หลายเดือนก่อน +3

      ​@msbossvlog1528 Sad thing is these people who never worked get more pension with the max GIS than people who worked and paid into CPP. Its unreal.

  • @ilonacurle
    @ilonacurle 7 หลายเดือนก่อน +40

    This is a little bit confusing, when you get GIS you absolutely can live outside of Canada, but you also need to stay in Canada for period 6 months and 1week, the rest of the time 5 months & 3 weeks you can live abroad. It used to be that Revenue Canada didn't check closely the times and weeks, however since the computers at our airports are sending info to the gov't, they know exactly when you left and when did you arrive, your GIS will be suspended if you are 6 months abroad, it's automatically done by computer, so anyone with GIS must really watch that they stay abroad only 5 months & 3 weeks, even one day over and benefits will be suspended. Good luck everyone 😊

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      This is for the people who drank and gambled their entire life away and ended up with zilch or worse loan sharks on your back but it happens.

    • @bipolarpunt5721
      @bipolarpunt5721 5 หลายเดือนก่อน +1

      My interpretation, reading the Gov website "You cannot collect the Guaranteed Income Supplement if you are outside of Canada for more than 6 months." This means you can travel 5 months, come back to Canada for 2 weeks, travel for 5 months etc. It does not say you have to live in Canada for 6 months. Their words not mine.

    • @thehatfoodtruck3158
      @thehatfoodtruck3158 4 หลายเดือนก่อน +1

      You need to be resident of Canada to receive GIS
      Who is resident? For tax purposes 183 days is the magic number in a calendar year also known tax year. Very simple in one stretch or multiple doesn’t matter. You can’t collect GIS while away from Canada. This is based on Canadian cost of living and to support people from being very poor in old age.

    • @bipolarpunt5721
      @bipolarpunt5721 4 หลายเดือนก่อน

      @@thehatfoodtruck3158 Seems the Gov uses two requirments of time in Canada.

    • @sunce0072
      @sunce0072 4 หลายเดือนก่อน

      @@parkerbohnn Maybe. I can guarantee that plenty of retirees are taking it despite being well off.

  • @KENFORD-lr8cp
    @KENFORD-lr8cp ปีที่แล้ว +80

    What is very important when you leave Canada, make sure you apply for OAS before you leave. My wife and I left and it took 4 years to get her OAS. The government drags its feet wants you to fill out 21 pages of reasons why you left and will not communicate with you. They even ask the country (my wife) where she is from and contract Germany to ask permission to give this OAS to us. Yea, get your pension before you leave.

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว +5

      Wise words.

    • @Gurkha9
      @Gurkha9 ปีที่แล้ว +4

      That's a potential issue for those that are planning leave long before becoming eligible for OAS

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว +1

      @@Gurkha9 Yes. Great point.

    • @Backtoreality1873
      @Backtoreality1873 ปีที่แล้ว +1

      Great tip Thankyou!

    • @georgezuwala7075
      @georgezuwala7075 ปีที่แล้ว +5

      What age can you start to apply for OAS? don't you have to be 65?

  • @simonamoste3668
    @simonamoste3668 7 หลายเดือนก่อน +10

    Romania has a treaty agreement on social security where it says you have to have equal rights with Canadians including GIC

  • @stoneycreekstorm7287
    @stoneycreekstorm7287 ปีที่แล้ว +6

    Yeah.... You're back! Enjoy your videos and thanks for creating them.

  • @mebar1353
    @mebar1353 9 หลายเดือนก่อน +6

    I was looking for these information for a long time

  • @cherylbower6639
    @cherylbower6639 8 หลายเดือนก่อน +8

    100% agree! My husband and I have already purchased our home in Italy… now we are just putting in the time at work until we can leave…

    • @Gypseygirls
      @Gypseygirls 7 หลายเดือนก่อน

      Change may come tho
      Governments pay might not go into your account to support another country..

    • @cherylbower6639
      @cherylbower6639 7 หลายเดือนก่อน

      @@Gypseygirls it’s already well documented. In Canada government and private pensions are transferable. You cannot deny a Canadian citizen their earned pension . That’s the definition of communism.

    • @cherylbower6639
      @cherylbower6639 7 หลายเดือนก่อน

      @@Gypseygirls also, you continue to pay Canadian taxes on your Canadian income despite where you live

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      @@cherylbower6639 You sell all your businesses and leave Canada so there's no income coming in from Canada.

  • @dcorman2350
    @dcorman2350 7 หลายเดือนก่อน +12

    I lived in Asia for 12 years. Now back in Canada and (was) planning to retire overseas, especially with the 7% flat tax program in Italy and Greece (and since my biggest expense is wine... which is highly taxed in Qc).
    I say 'was' as I realized Canada (Qc) is a tax haven... if you don't have a wage. If you're income is strictly dividends, a couple can make up to $90,000 without paying taxes. Thanks to income splitting, each person in the couple can make $45,000 without paying income taxes, thanks to dividend credits. If fact, in Qc, if you make $62,575 in dividend income, your taxes are $2,575 leaving you with $60,000 net (or $120,000 for a couple)... a 4.3% income tax rate (for the couple).
    Then later, from 65yrs old, you can slowly sell your assets. Let say your portfolio doubled over time. You can sell up to 120,000 in shares without paying any taxes. First, the capital gains on $120,000 will be $60,000 (your portfolio doubled). You split the $60,000 with your spouse, which is $30,000 in capital gains, each. Only 50% is taxable (the inclusion rate), leaving you with capital gain income of $15,000... and in Canada, you don't pay income taxes when your income is below $15,000.
    So $120,000 income for the retired couple, with no, zero, nada taxes...
    So stay in Canada. Avoid the expenses and risk moving overseas (my friend just moved to Thailand for the low taxes and then the system changed... oops). Travel 6 month per year overseas and visit your Canadian neighboors the rest of the year :-)

  • @magicman9486
    @magicman9486 7 หลายเดือนก่อน +24

    To recieve GIS and OAS the rules clearly state and i quote "You may not reside outside of Canada for more than 6 months". This DOES NOT say per year. Keep an Address in Canada, do not have your pension deposited into a foriegn bank account and return to canada once every 6 months.

    • @tudvalstone
      @tudvalstone 7 หลายเดือนก่อน

      He is correct about OAS

    • @frankcentofanti9317
      @frankcentofanti9317 7 หลายเดือนก่อน +2

      he said you get CPP & OAS even if you live abroad who is right

    • @magicman9486
      @magicman9486 7 หลายเดือนก่อน +1

      @@frankcentofanti9317 I said GIS and if you live abroad you may get a reduced amount. of OAS. THe cpp is not a problem.

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      @@frankcentofanti9317 You have to go to a country on the list to avoid a total clawback on your OAS. If you're broke and make nothing then you can retire to countries not on the list and still get your OAS.

    • @JamesKilby-nn2qe
      @JamesKilby-nn2qe 6 หลายเดือนก่อน +1

      you are incorrect, stop spewing garbage. The guy making the video is not making stuff up, you clearly are, quotation marks or not.

  • @davidramkalawan4264
    @davidramkalawan4264 7 หลายเดือนก่อน +5

    Really good advice thanks. To avoid all this simply go on longer vacations. Canada is a slice of heaven on earth. Don’t leave!! 😊

    • @andylabrosse2421
      @andylabrosse2421 7 หลายเดือนก่อน +2

      governments change every 10 years too.

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      Canada is a shithole the smartest thing to do is leave and go to one of the countries on the list so you don't get 100 percent on your OAS clawed back like in Canada. Mexico and Brazil have the best interest rates for retirees but only Mexico is on the list and the Peso has crushed the Canadian dollar the past 2 years. I like to have slaves but I'm sure I can hire slaves in Mexico. Monte Carlo is where I'd like to go to but its not on the list. I never worked a day in my life and would like to get my full OAS without a total clawback having lived in Canada all my life.

  • @Shims-43
    @Shims-43 8 หลายเดือนก่อน +5

    Great video! I think by the time I retire many of these rules just might change!!

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      OAS helps for tip money when you leave Canada. I hope the rules never change.

  • @mspeters1
    @mspeters1 ปีที่แล้ว +3

    Thanks for uploading. Really appreciate the info provided and how well you present it. Cheers

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      You’re welcome. And thank you!

    • @lesliejackson149
      @lesliejackson149 ปีที่แล้ว

      ​@wellbuiltwealth
      I was following another channel but... my eyes would glaze over... quickly! Stumbled upon one of your videos and... unsubcribed the other and subscribed here! Thank YOU for explaining in everyday people lingo. I'll certainly share it with friends.

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      @@lesliejackson149 Well, I think that might be about the best compliment I could get. Thank you!!

    • @lesliejackson149
      @lesliejackson149 ปีที่แล้ว

      @wellbuiltwealth Your welcome. The truth doesn't always hurt. Sometimes, it gives you a pat on the back.

    • @MsRosehip
      @MsRosehip 7 หลายเดือนก่อน

      What about medical services?

  • @goingfreenow3297
    @goingfreenow3297 7 หลายเดือนก่อน +1

    Wow. This was helpful. Can't believe there is help for Canadians out there.

  • @frederickclause2694
    @frederickclause2694 8 หลายเดือนก่อน +3

    When I was preparing to retire I visited the local Service Canada office for information. The information they provided was quite informative, they said to talk to my bank.

    • @wellbuiltwealth
      @wellbuiltwealth  8 หลายเดือนก่อน

      Sheesh!!

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      The average wait time in the lineups for Service Canada is about seven hours. You have to bring a big meal with you and hope you don't piss your pants before you finally get to the front desk. What a stinking country Canada is.

    • @frederickclause2694
      @frederickclause2694 6 หลายเดือนก่อน

      @@parkerbohnn And this is after fearless leader has massively increased the size of the civil service.

  • @mikellock
    @mikellock 7 หลายเดือนก่อน

    I know it was 8 mos ago but this was super helpful. I left Canada just before my 40th birthday to move the USA. I am now in my early 50’s and paying much more attention to retirement planning.

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      Americans are much more friendly than Canadians and now for the most part more intelligent.

  • @VAgA007
    @VAgA007 6 หลายเดือนก่อน

    Thank you for your video, I think it is really helpful for a lot of people. It is sad that many people have to leave to live better but at least thanks to you we have a better understanding of how to do it.

  • @mrnmrn1628
    @mrnmrn1628 8 หลายเดือนก่อน +6

    Just came across your channel. Very informative, thanks. I subscribed.

  • @craig5713
    @craig5713 7 หลายเดือนก่อน +4

    As you stated, If OAS is a social program, then yes I am entitled to it. Since all social programs are based on taxes, which I have been paying all my life. Hardly seems fair that those that do not pay taxes still get OAS.

    • @JayandSarah
      @JayandSarah 6 หลายเดือนก่อน

      OAS is guaranteed and paid to you based on years you resided in Canada. You can move wherever you like in the world and take it with you.

  • @RoquetSynce
    @RoquetSynce 6 หลายเดือนก่อน +1

    Thank you for explaining this so thoroughly. Now following for more :)

  • @keninvic2627
    @keninvic2627 8 หลายเดือนก่อน +6

    I have a friend in Australia who lived in Canada for 12-13 years, he receives OAS and CPP, so 20 years is not a requirement. And he didn’t apply for OAS, they found him.

    • @adenicol9569
      @adenicol9569 8 หลายเดือนก่อน

      20 years is not a requirement? Are u sure? We are waiting 2,4 years to make 20 years...but we will go tomorrow if it's right that 20 years is not a requirement to get OAS

    • @keninvic2627
      @keninvic2627 8 หลายเดือนก่อน +3

      @@adenicol9569 absolutely sure, but he does get a reduced amount because he was 7 years short of the 20. But why are you waiting anyways, he never even applied, I was there in Sydney when he received the letter from OAS. I was very surprised that Canada sends OAS cheques around the world, CPP of course, you and your employer contributed to CPP. Thing is, he didn’t apply for it, they found him, I had to explain what OAS is.

  • @divineashler
    @divineashler ปีที่แล้ว +3

    That is some great info. What do you think about segregated funds being part of retirement planning? Many advisors are recommending these to take care of taxes. Thanks.

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      Thanks!
      They have a time and place. Usually pretty high fees though so it definitely needs to be the right situation.

  • @parkerbohnn
    @parkerbohnn 6 หลายเดือนก่อน +2

    Remember to do your pushups and sit-ups and get in shape before leaving Canada. Remember to think about your heirs and how much more money and wealth they'll get once you leave this country. If you go to a country with gift taxes which is almost every country give 95 percent of your money to your heirs in Canada if they're 18 or older before you leave. Set aside enough money from what's left over to live on for the next 15 years if you're in your late 80's.

  • @ForgetMeNot2022
    @ForgetMeNot2022 8 หลายเดือนก่อน +8

    Was considering moving back to Scotland when i retired and wondered about this

    • @zx7gp
      @zx7gp 8 หลายเดือนก่อน

      Don't!! They have new hate speech laws and they seem to be under the spector of the WEF.

  • @RePete02
    @RePete02 7 หลายเดือนก่อน +6

    We were officially "Deemed Non Residents" while still in Canada, just before we retired to Mexico. Our CPP and OAS are deposited after tax into our Canadian bank. Since there is a tax agreement between Canada and Mexico, we are taxed federally at 15%. That includes my wife's super annuation. Given that we don't owe the tax man and the tax man doesn't owe us, we haven't filed in years, nor do we have to.

    • @simonamoste3668
      @simonamoste3668 7 หลายเดือนก่อน

      Treaty agreement between Romania and Canada it is said that even on territory of Romania you are entitled of GIC and if on territory of Romania is considered being on canada

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      I know a lot of people who retired to Mexico and all of them saw their annual income double or slightly more double due to the 11.25 bank rate there. Live like a king in Mexico just like the good old days in the late 1970's and very early 1980's in Canada. Sitting on the beach with a drink thinking about all the compound interest your money earns in Mexico.

    • @RePete02
      @RePete02 6 หลายเดือนก่อน

      @@parkerbohnn The problem is, everything is much more expensive than back in the day. The "super peso' arrived as Mexico's economy improved dramatically. Inflation is a real issue now and after 7 years in Mexico, we live for half the price on the beach in Vietnam.

    • @Globetrotter-jz2uw
      @Globetrotter-jz2uw 4 หลายเดือนก่อน

      @@simonamoste3668 ...You're right,as long as you don't spend more than 182 days in a calendar year in Romania!

  • @TarHam-e4m
    @TarHam-e4m 6 หลายเดือนก่อน

    Thank you for this. The information is clear and I understand so much more now. Yes, of course, I need to work with an immigration lawyer in Argentina as well, but you have given me a lot more hope for an easy transition. cheers, or as they say in Buenos Aires, gracias y chau

  • @rosecrosby1536
    @rosecrosby1536 8 หลายเดือนก่อน +1

    My aunt was born in England and she had to become a Canadian citizen and was here for 60 years.

  • @MichaelOConnor-f9j
    @MichaelOConnor-f9j ปีที่แล้ว +1

    Great job Rhys!

  • @TT3TT3
    @TT3TT3 7 หลายเดือนก่อน +3

    Thanks! Wasn't there a six month thing?

  • @pointsoflightradio9785
    @pointsoflightradio9785 7 หลายเดือนก่อน +5

    Canada is hard enough to work in. It is almost impossible to retire in

  • @itwins3517
    @itwins3517 ปีที่แล้ว +11

    My parents was getting about $1000/month each in OAS+GIS while living in Canada, got just $360/month when they moved back to Hong Kong. Now that they've returned back to Canada 7 months ago, they are still getting $360/month. I speculate they will need to stay in Canada for at least 1 year before they can apply to have their OAS+GIS readjusted.

    • @valeria-militiamessalina5672
      @valeria-militiamessalina5672 11 หลายเดือนก่อน +5

      GIS is only payable if residing in Canada for at least 6 months a year, it's residency based.

  • @carolweideman1905
    @carolweideman1905 8 หลายเดือนก่อน +345

    When I retired I moved to the EU. I had myself declared a nonresident of Canada. I do collect my pension from where I worked and I do collect CPP and OAS. I have my pensions deposited directly into my bank account over here. I do my yearly taxes but being a nonresident I do not have to pay provincial tax and I pay less federal tax than if I lived in Canada. For me, it has worked out very well. Even if you are struggling in Canada I suggest looking into retirement elsewhere. It is a lot cheaper to live in the EU than in Canada even though I was told I was told I could not afford to live there. I have friends who have retired to Mexico and other countries in South America and said they are not sorry either. It does not cost anything to go online and check and do your homework. You would be very surprised. Canada has become a Sh*thole under this Liberal government.

    • @lattakia3812
      @lattakia3812 8 หลายเดือนก่อน +4

      How do you declare that you've become a nonresident?

    • @starchild890
      @starchild890 8 หลายเดือนก่อน

      Canadians just can't comprehand who bad they are fucked over with taxes and the health care. They are so worried about the health care which is not great at all and almost a lifesaver to avoid it having all these import doctors....

    • @jessd4048
      @jessd4048 8 หลายเดือนก่อน

      The problems of Canada today have as much to do with the conservatives as the liberals. It’s rich to retire into the social democratic european system and complain about liberals who are in many ways to the right economically of any number of european nations…

    • @wizardgaming669
      @wizardgaming669 8 หลายเดือนก่อน +8

      We moved to Czech Republic and saved thousands.

    • @marieleclerc646
      @marieleclerc646 8 หลายเดือนก่อน +9

      @@lattakia3812First line on your income tax - Were you a resident of Canada as at Dec. 31? No.

  • @slowpoke1
    @slowpoke1 6 หลายเดือนก่อน +3

    A guy I worked with took a private boat to St.Pierre from Newfoundland and took a flight from there to Paris and is living in Eurooe somewhere. Not sure if the government has figured out he is no longer in Canada or not.

    • @Globetrotter-jz2uw
      @Globetrotter-jz2uw 3 หลายเดือนก่อน

      @slowpoke1...It's true that the automatic border system crossing between all the countries apply to entries by land and plane and the crossings on water are more relaxed,and no one cares to check it before you retired.But as soon as you start getting your pension your passport will be flagged and registered automatically in Canada.I was in S.E. Asia last year and moved around three countries and each time I crossed the border I got an automatic email notice from Canada on advise and travel info and level of security!

  • @allanguy2522
    @allanguy2522 8 หลายเดือนก่อน +7

    With the release of the budet I'm rethinking my plans. And i was intouch we a family member that just did there taxes and they owe 690. At the age of 85 . I guess that's the thank you for working and never taking a penny of government money

    • @kkostadinof
      @kkostadinof 7 หลายเดือนก่อน +1

      He owed $690 because he had high enough income that it became taxable and the income tax deducted was just a downplayment, not covering the whole tax liability.

  • @ceciliamccann3146
    @ceciliamccann3146 7 หลายเดือนก่อน +1

    Thank you , very good information.

  • @ThePhantom712
    @ThePhantom712 8 หลายเดือนก่อน +1

    Thank u thats all I wanted to know u answered my questions.

  • @tysongronen6850
    @tysongronen6850 6 หลายเดือนก่อน

    Very awesome and helpful straight forward advice and or information,,thankyou so much

  • @sarbaazchabahar
    @sarbaazchabahar 7 หลายเดือนก่อน +1

    Thank you. This is very helpful👍

  • @terryboyle
    @terryboyle ปีที่แล้ว +2

    thank you for this content

  • @stuarthutt3740
    @stuarthutt3740 8 หลายเดือนก่อน +11

    I went through this process moving from Ontario to Florida as a dual national. I receive both CPP and OAS. My OAS is 60% since I didn't live in Canada for 20 years after age 18. I had to go through the evaluation process by the Canadian government. I also proved non Canadian residency for tax purposes. On hiccup was l left Canada Jan 7 2022 so I had to pay partial Canadian federal taxes for 2022. For 2023 I pay no Canadian federal tax and show my Canadian income on my USA taxes. It's sad how little CPP and OAS are. In the USA social security can be $3500 per month if you paid the max. You pay no federal tax on SS and you can earn up to 50% and still pay no tax. So I pay no federal taxes and there is no state income tax in Florida. I do miss the snow.

    • @adenicol9569
      @adenicol9569 8 หลายเดือนก่อน

      We have to wait 2 years from now to complete 20 years living in CA. Do u think is worthy to wait those 2 years? Are they calculating day by day? I mean minus vacations days when we were out of CA?

    • @jksouthern
      @jksouthern 5 หลายเดือนก่อน

      So true, canada and its leader Dildeau are an absolute abomination. OAS and CPP are now enough to survive in a two bedroom tent in this country. He gives himself a raise of 30% and some seniors actually got a reduction or a $5 a month cost of living raise per month.

  • @sitoudien9816
    @sitoudien9816 7 หลายเดือนก่อน +5

    Interesting. As an aside. Something most have not considered because they are too wrapped up in living abroad is aging. I know of family that retired abroad and loved it. Now in their final years they decided to return home. There are many factors why. No family, friends have moved or passed, healthcare is not adequate for their needs, being not fluent in the local langauge, etc.... Eveythings all roses until it' not.

    • @tudvalstone
      @tudvalstone 7 หลายเดือนก่อน

      Canada - easy to leave, hard to come back. Esp. when on a limited budget and let go of your rent control apt.

    • @robocop581
      @robocop581 7 หลายเดือนก่อน

      I'm a Canadian in HK. Don't miss Canadian Healthcare at all, not even close

  • @pbncs
    @pbncs 7 หลายเดือนก่อน

    Excellent video content!! I still have 25 years to retirement but this video surely gives me a nice perspective in terms of planning and deciding where I want to go… good to know the country I was aiming at signed a tax treaty with Canada. Hoping it stays that way 25 years from now 😂

    • @parkerbohnn
      @parkerbohnn 6 หลายเดือนก่อน

      For me Monte Carlo isn't on the list. My niece finally got her degree just this month so the immediate family and most of my relatives are splitting for Monte Carlo.

  • @gennadysade2071
    @gennadysade2071 8 หลายเดือนก่อน +1

    Thank you for the info!

  • @Wardog-rf1tx
    @Wardog-rf1tx 7 หลายเดือนก่อน

    I am a veteran with medical pensions and other benefits through Veterans Affairs Canada (VAC). When I was 59.5 I was encouraged to take my CPP early at 60, which I did 1st cheque arrived in Feb 2014. The downside was VAC contacted me IN JUNE 2014, and told me I owed them money (clawback) for the amount i had receiving for CPP. They reduced my benifits for the amount I was receiving for CPP. I never applied for OAS as it was the same deal with clawback for OAS. I contacted VAC in 2023 about moving back to Scotland (out in Canada on my own) got old and broken lol 😂, asked if there was any problems with doing that, they said I would lose 50% of my total (medical pensions/benefits) income, I’m assuming they meant Benefits rather than pensions?. Shelved moving out of Canada due to the potential financial loss.

  • @marccoulombe2874
    @marccoulombe2874 6 หลายเดือนก่อน

    Love these videos.

  • @polepole9066
    @polepole9066 8 หลายเดือนก่อน +3

    Thanks for all this great info. My understanding is that when living abroad and collecting pension, you keep paying federal income taxes but no provincial tax. Only if you no longer own any property or assets (I.e. vehicle) in Canada. Any truth to that? I’m told since you’re not using the provincial level services like healthcare, you don’t pay provincial taxes. But you keep paying federal taxes as a Canadian … would like to know 👍🏻

  • @meteor1905
    @meteor1905 7 หลายเดือนก่อน +1

    Very helpful, thank you

  • @chathudn
    @chathudn 10 หลายเดือนก่อน

    Great video 🎉 How much tax should one pay on rental income after becoming a non resident if that was their only income?

  • @bassem66666
    @bassem66666 6 หลายเดือนก่อน

    Thank you so much for this great explanation . Would like to know if you leave before 65 years old and already worked and lived in Canada for 25 years can you get some percentage of CPP . Thanks a lot

  • @AndreasConrad-p2e
    @AndreasConrad-p2e 3 หลายเดือนก่อน

    thank you, thank you, thank you.

  • @edh6062
    @edh6062 8 หลายเดือนก่อน +4

    A bit off topic. Can I keep my TFSA account when I leave Canada? Or do I have to close it prior to leaving?

    • @wellbuiltwealth
      @wellbuiltwealth  8 หลายเดือนก่อน +4

      You can keep it!

    • @keninvic2627
      @keninvic2627 8 หลายเดือนก่อน +1

      You can keep it, BUT, you may not want to if you are paying tax in another country because that country may charge you capital gains on proceeds from your TFSA.

    • @GarthVonMaraner
      @GarthVonMaraner 7 หลายเดือนก่อน +3

      @@keninvic2627 May I add that we're not supposed to contribute further to the TFSA while non resident for tax purposes, otherwise a penalty will be imposed by the CRA.

    • @keninvic2627
      @keninvic2627 7 หลายเดือนก่อน

      @@GarthVonMaraner good point!

  • @annhan777
    @annhan777 7 หลายเดือนก่อน +2

    Well done!

  • @Ian-iu2tl
    @Ian-iu2tl 6 หลายเดือนก่อน

    Excellent! Thank you

  • @richard-eb9nx
    @richard-eb9nx 8 หลายเดือนก่อน +2

    what about the GST rebate and the carbon tax rebate if you are out of Canada?

    • @colingoldthorpe5918
      @colingoldthorpe5918 8 หลายเดือนก่อน +3

      As long as you file taxes you receive it. My son is in China at university and he’s received it since it started. But we file his Canadian tax return every year since he left 🤷‍♂️🤷‍♂️

    • @kkostadinof
      @kkostadinof 7 หลายเดือนก่อน

      @@colingoldthorpe5918 So you basically lied that he is still a resident if he emigrated permanently.

    • @visnjalivancic3953
      @visnjalivancic3953 7 หลายเดือนก่อน

      ​@kkostadinof he is Canadian citizen anyway, dual citizenship

    • @kkostadinof
      @kkostadinof 7 หลายเดือนก่อน +2

      @@visnjalivancic3953 Being a citizen doesn't entitle you to a GST credit, being a resident does.

  • @tinkerpertao8383
    @tinkerpertao8383 8 หลายเดือนก่อน +3

    Thank you much! retiring in 2024 and retiring in my native country. my native country have a social security agreement with Canada but have a dual citizenship. I can receive CPP, GIS (24yrs+ employed in Canada) N OAS when retiring in my native country, right? Planning on a farm business there too.

    • @wellbuiltwealth
      @wellbuiltwealth  8 หลายเดือนก่อน +1

      Good work! But you cannot GIS if you’re a non-resident.

    • @tinkerpertao8383
      @tinkerpertao8383 8 หลายเดือนก่อน +1

      @@wellbuiltwealth wow! thanks much 4D reply. as you mentioned, CPP OAS GIS not enough (apartment rent alone takes about 2/3 of my CPP OAS GIS total budget) hence retiring in my native country.

  • @arthurdlowry6025
    @arthurdlowry6025 10 หลายเดือนก่อน

    Another outstanding Video. To the point and no .....

  • @ahmedhussein448
    @ahmedhussein448 7 หลายเดือนก่อน

    Kewl vid Rhys! You da man!

  • @caldepen372
    @caldepen372 8 หลายเดือนก่อน +1

    Thanks for this, so if you are planning on living abroad in a country that does have a tax treaty but does not appear on that second list you showed (say Italy or France), it means the treaty doesn't apply to, or cover the clawback?

  • @frobinson9357
    @frobinson9357 8 หลายเดือนก่อน +1

    As of this month (April 2024), Costa Rica is not on that list. Dammit!

    • @Cuprum46
      @Cuprum46 8 หลายเดือนก่อน

      Neither is Panama. Yaiks

    • @adenicol9569
      @adenicol9569 8 หลายเดือนก่อน

      Where I can see the list of those countries?

  • @stevieRay3211
    @stevieRay3211 8 หลายเดือนก่อน +11

    I was on board until he said contact Service Canada and they'll help you.

    • @wellbuiltwealth
      @wellbuiltwealth  8 หลายเดือนก่อน +3

      😂

    • @hercc6155
      @hercc6155 8 หลายเดือนก่อน +1

      Who will approve or who will process your paper works the postman??

  • @nittisubramaniam5264
    @nittisubramaniam5264 6 หลายเดือนก่อน +3

    There is a great migration coming. People of European descent will be moving back to Europe over the next few decades as they retire.

  • @JS-jh4cy
    @JS-jh4cy 7 หลายเดือนก่อน +1

    How long do you have to stay back in Canada to keep qualifying for the pissing gis.
    Every 6 months a year?

  • @hermes8258
    @hermes8258 10 หลายเดือนก่อน +6

    Explain the Feb. '24 changes to OAS - If you haven't done so already. Also, the pros and cons of retiring overseas. In my situation I keep returning for 183 days in Canada just to get GIS. Otherwise I would kiss goodbye the high cost of rent.
    Never understood why OAS is affected by which country one retires to. Or why one is not eligible for GIS when one retires to Istanbul or Bangkok. Aren't we saving tax payers the cost of infrastructute and healthcare? Most of all, I do not understand why GIS is not assets (versus income)-dependent. I get it but see it as welfare for seniors.

  • @darlenehoward-l4j
    @darlenehoward-l4j 10 หลายเดือนก่อน +1

    ya why are they docling me on my comp when i have to go fer therpy that costs money

  • @janm.4692
    @janm.4692 8 หลายเดือนก่อน

    Very concise and clear. Thank you!

  • @spiceystonefemme
    @spiceystonefemme ปีที่แล้ว +2

    I am almost 55 and will be switching careers to be able to work from home/work longer! I will be spending part of the year in the US with my partner and part of the year here in Canada. I wonder how my pension will work doing this?

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      Awesome! As for the pension, I’d have to know more to able to speak competently about it all. Which is exactly the kind of thing we do for our clients :)

    • @stuarthutt3740
      @stuarthutt3740 8 หลายเดือนก่อน +1

      Keep detailed account of day of arrival and departure in both countries. When I moved to Florida in 2022 I found both cpp and oas extremely helpful when I called them.

    • @adenicol9569
      @adenicol9569 8 หลายเดือนก่อน

      ​@@stuarthutt3740For 20 years are they calculating day by day - I mean if they consider vacations days spent away of CA

    • @stuarthutt3740
      @stuarthutt3740 8 หลายเดือนก่อน

      @@adenicol9569 it depends where you are a resident. I left Canada to live in France and the USA since I wasn't a resident during those years outside Canada. I worked with OAS to establish those dates approximately. If you are vacationing it doesn't count. Now I am a dual national and have filed non resident of Canada paper work so not to pay Canadian taxes but I still receive OAS and CPP.. I have a friend in Toronto that has a house in Phoenix that keeps track of days in USA since you are only allowed 6 months in usa per year as a Canadian.

  • @sumitahore1064
    @sumitahore1064 8 หลายเดือนก่อน +2

    Much needed info. Thank you for the information. So we'll explained

  • @joaquingageK4Financial
    @joaquingageK4Financial 9 หลายเดือนก่อน

    Great video.

  • @CA-1954
    @CA-1954 11 หลายเดือนก่อน +1

    As an immigrant you need to have stayed in Canada 20 yrs to receive the OAS abroad. If you stayed abroad for 10yrs before reaching 65 are those years counted in the number of years after coming to Canada or do they calculate the number of years you are physically in Canada.

  • @marcelaespinosa1407
    @marcelaespinosa1407 7 หลายเดือนก่อน

    Thanks so much for this information. I just want to know, if we are required to spend some time in Canada each year, in order to keep receiving the OAS benefit, considering that we have completed the 20 years requirement. This would be an inconvenience, in many ways..., I appreciate your comments

    • @wellbuiltwealth
      @wellbuiltwealth  7 หลายเดือนก่อน

      Thanks. And nope. See the section starting at 2:24.

    • @marcelaespinosa1407
      @marcelaespinosa1407 7 หลายเดือนก่อน

      @@wellbuiltwealth Great! I appreciate your prompt response.

  • @samanthathompson9812
    @samanthathompson9812 6 หลายเดือนก่อน

    Is cpp indexed for inflation if you leave Canads? My mother's British pension is not and since the uk and Canada do not have an agreement on this,, it never goes up as it would if she were still living in Britain.

  • @bonniemilligan-v1j
    @bonniemilligan-v1j 6 หลายเดือนก่อน

    love your videos

  • @Alex-dw9im
    @Alex-dw9im 8 หลายเดือนก่อน +5

    Becoming a nonresident of Canada has been very painful for me. Initially, I lost my TFSA without realizing it, and the CRA imposed a $20,000 penalty on me. Subsequently, I mistakenly continued my HBP payments, resulting in a $4,000 penalty by CRA. Furthermore, the CRA requested repayment of all PSD and GSD benefits I had received after becoming a nonresident. To add to the challenges, my OHIP health plan was canceled. Now, after 8 years, I am moving back to Canada..

    • @doruolaru7221
      @doruolaru7221 8 หลายเดือนก่อน +2

      Hi, what do you mean you lost your TFSA? You lost all the money in it?

    • @Alex-dw9im
      @Alex-dw9im 8 หลายเดือนก่อน +2

      I contributed to my TSFA after becoming nonresident, CRA contacted me and made me close my TSFA account plus 20k penalty which I had to pay to CRA. I found a way to save myself from paying penalty

    • @bornfree1888
      @bornfree1888 8 หลายเดือนก่อน +1

      What is that penalty for?

    • @Alex-dw9im
      @Alex-dw9im 8 หลายเดือนก่อน

      @@bornfree1888 %1 a month for over contribution, bank reports activity to CRA, they come up with penalty that nobody can understand,

    • @Alex-dw9im
      @Alex-dw9im 8 หลายเดือนก่อน +2

      @@bornfree1888 Overcontributing costs you %1 a month. Your bank will inform the CRA and CRA does its calculation which nobody understand.

  • @fern8580
    @fern8580 8 หลายเดือนก่อน +4

    lived experience 2024 : I am retiring in Europe, in return income Canada takes 25% of my Canadian retirement,
    so even if your retirement is 500.1000 per month, " income Canada" will take 25% of the amount.
    Not fair!

    • @hercc6155
      @hercc6155 8 หลายเดือนก่อน +2

      25% deducted to pension 25 % deducted to OAS that’s the rule I suppose

    • @fern8580
      @fern8580 8 หลายเดือนก่อน

      @@hercc6155 that's the rule ? Having 25% of the fruits of your life's work stolen! you are really a Canadian socialist-communist

    • @kkostadinof
      @kkostadinof 7 หลายเดือนก่อน +1

      It's called withholding tax. File a Canadian tax return and you may get some of it back depending on your Canadian income.

    • @fern8580
      @fern8580 7 หลายเดือนก่อน

      @@kkostadinof Thank you very much, I see for once that the comments on TH-cam bring added value and not just lol, ah! oh! wow! wonderful! I have no income in Canada, I have now put everything in Europe...But see, a system which obliges you, as a simple citizen, to be on the lookout for the 12,000 laws of "revenue Canada", which obliges you to produce declarations when they know that for 10 years you have no more income, it's the pot of earth against the pot of iron, it's the end of the free movement of Canadians, he's an authoritarian socialist, made up of a multitude of small state civil servants, a administrative nightmare for the elderly.

    • @Gypseygirls
      @Gypseygirls 7 หลายเดือนก่อน

      You might not get your government pay, to support another country..change is coming..

  • @bjtowns9554
    @bjtowns9554 8 หลายเดือนก่อน +2

    Why am I paying 25% witholding tax when Canada has a tax treaty with Brazil!

    • @Elcomendante64
      @Elcomendante64 8 หลายเดือนก่อน

      Look up the treaty. It must contain a relieving provision to reduce the rate. If not, it’s 25%.

  • @adenicol9569
    @adenicol9569 8 หลายเดือนก่อน

    Yes, we are thinking to move out of CA but not yet 20 years. Better to wait, right?

  • @barbiedoll618
    @barbiedoll618 7 หลายเดือนก่อน

    you said the survivor benefits go with you wherever you go but under the old age security also has the survivor allowance which you said the person must live in Canada. Are they different the survivor benefits and survivor allowance?

  • @azamarabear
    @azamarabear 8 หลายเดือนก่อน

    Thx for upload 😮

  • @gracezydor5856
    @gracezydor5856 5 หลายเดือนก่อน

    Thanks supper info where is your office are you on line?…😊😊😊

    • @wellbuiltwealth
      @wellbuiltwealth  5 หลายเดือนก่อน

      Thanks :)
      We’re based out of Abbotsford, BC but have clients that we meet online all over Canada.

  • @MS-ro9dm
    @MS-ro9dm 7 หลายเดือนก่อน +1

    I considered retiring abroad, but I couldn't go through with the operation.

  • @stephybonniot5265
    @stephybonniot5265 4 หลายเดือนก่อน

    What happens to Canadians who have lived and worked abroad and are coming back to Canada for retirement? I have been living in France since 1999 and planning to come back to Canada. Canada and France apparently have an agreement for retirement paid in either countries when people go back and forth but not sure exactly how that plays out?

  • @annhan777
    @annhan777 7 หลายเดือนก่อน +1

    What exactly is withholding tax?

    • @GarthVonMaraner
      @GarthVonMaraner 7 หลายเดือนก่อน +1

      It's money automatically withheld for or by the CRA and is considered a final tax on your income (for example CPP, OAS, Interest income, etc) regardless if you are supposed to owe more or supposed to pay less.

  • @mikemontagne2703
    @mikemontagne2703 6 หลายเดือนก่อน

    I'm surprised that New 🇳🇿 Zealand and Canada 🇨🇦, have reached an agreement(?).....
    .

  • @tab2442
    @tab2442 6 หลายเดือนก่อน

    What happens to TFSA’s?

  • @lancelange9377
    @lancelange9377 7 หลายเดือนก่อน

    I tried finding an explanation for what "maximum period of initial detachment" means and every hit I got made the assumption you already know what it means.

  • @a.c.e.7568
    @a.c.e.7568 8 หลายเดือนก่อน

    As for OAS, strange that Australia is not on the list yet Ireland and the UK are.

    • @keninvic2627
      @keninvic2627 8 หลายเดือนก่อน +1

      As I said here earlier, Australian citizens that lived in Canada are in fact getting OAS.

    • @a.c.e.7568
      @a.c.e.7568 7 หลายเดือนก่อน +1

      @@keninvic2627 Good to know as I might move to the Gold Coast where I have a unit. Plus the Oz exchange rate helps compared to the EU (1.5) and the USA (1.4) on the Canadian dollar. Plus I have my Dan Murphy's discount card, what more does one need?

    • @keninvic2627
      @keninvic2627 7 หลายเดือนก่อน

      @@a.c.e.7568 I was visiting my friend in Manly in 2019, he was 69. He had a letter from the Canadian government asking for information. He said, “they want more information or they are going to stop paying my CPP”. I looked at the paperwork, no, it is asking you for more information because you have not applied for OAS and as soon as you return this form they will pay you OAS. He had to decide if he was going to take a lump sum payment for the period from 65-69 years of age, or commence his OAS now and receive a larger monthly payment. He had no idea what OAS was but automatically qualified as he receives CPP. I had no idea that Canada sends OAS cheques worldwide.

  • @ConscienceofChrist
    @ConscienceofChrist 6 หลายเดือนก่อน +1

    Interesting. I found my way to another country in 2018 when I went homeless at 59 years of age in British Columbia. Hatings street and drugs were beckoning me to join them. I didn;t want to sleep on rough surfaces in the cold while protecting my old body from elements and people who hate you. No, I said. Not going down there to hell.
    So I took what I could carry by myself on a Greyhound bus and found myself in a new country. Right here in Canada.
    My rent is $650 for a lovely two bedroom garden apartment where my landlord just keeps wanting to renew my lease because we all get along so well on Av. Giguere, Quebec City. Everyone is very civil, well, since they were the first civil servants in Canada. Now the rest of Canada needs to become the same and we can all live indoors. How about that?
    I see no homeless in Quebec. My total bills before food $1000.00 I have a few dollars now to buy some pretty earrings. Makes me feel human. Blessings to all souls wondering if they are garbage as the 'others' say they must be, Nope. You are not garbage in God's eyes. The judge is. xo

  • @cristianmicu
    @cristianmicu 8 หลายเดือนก่อน +1

    what those 36 or 60 months exactly mean, please, thank you

  • @djoaocc
    @djoaocc ปีที่แล้ว +2

    Hello there,
    Another very interesting video....
    I was wondering if you can suggest someone that could help with cross border taxes? David is my name and I intend to retire in Portugal, so that person should be someone that be familiarized with Canada/Portugal retirements....
    Thanks in advance

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      Thank you! But unfortunately, I do not have someone I love in this space. Yet…

  • @CodgersCorner
    @CodgersCorner 8 หลายเดือนก่อน +6

    I am a canadian retired in the philippines. This country has a tax treaty with canada. So now l just started recieving my oas and cpp but they are deducting a non residence tax off of my benefits. Could you explain that to me?
    What good is a tax treaty if l am still taxed heavily on my benifit.

    • @ShikokuFoodForest
      @ShikokuFoodForest 8 หลายเดือนก่อน

      Hello, I’m Canadian living in Japan for 13 years now and have no plans to return to Canada. Do you know if I can apply for CPP & OAS from outside Canada (I.e. Philippines)?

    • @CodgersCorner
      @CodgersCorner 8 หลายเดือนก่อน +2

      @@ShikokuFoodForest Yes you can apply online. There is no problem.

    • @ShikokuFoodForest
      @ShikokuFoodForest 8 หลายเดือนก่อน

      @@CodgersCorner Oh, that is such a relief to hear - such good news! Thank you! How’s life in the Philippines? I’m considering relocating there in a few years. I feel I’ve been in Japan long enough.

    • @CodgersCorner
      @CodgersCorner 8 หลายเดือนก่อน +1

      @@ShikokuFoodForest If you like hot and humid you will definitely like it. I live in the province of Danao city. the temp is a constant 28c day and 24 night. Manila is 30 day 27 night ... but sometimes the temp there can go to 45c. The coolest place is Baguio city average temp is 24c.
      I never did travel to Japan, but spent time in China and a few other south east Asian countries. I can tell you that they are all very similar especially when you leave the big city. the way of life, transportation and markets are all very similar.

    • @ShikokuFoodForest
      @ShikokuFoodForest 8 หลายเดือนก่อน +1

      @@CodgersCorner I’m in the countryside of southern Shikoku. A constant 28C during the day and 24C at night as you described sounds perfect, in fact I couldn’t imagine anything better other than no humidity at all. Where I live in Kochi, 36~38C day & NIGHT is normal here in the summer. The temp. doesn’t drop even 1C at night here in summer which makes it uncomfortable to sleep sometimes. Last summer we had a couple of weeks of 42C~45C. I have no interest in living in a city anymore, so plan to live in the province in the Philippines. The hottest I’ve ever experienced here was close to 50C. All I could tolerate was 15 minutes at that temperature. Thankfully 50C is not common at all here.

  • @LollyB1963
    @LollyB1963 ปีที่แล้ว +2

    I was thinking of moving too Hawaii when I turn 65 . I have been collecting my CPP since I turned 60 and I’m still working when I turn 65 I get a company pension I will be at my 40 years of at the company so would I still get OAS with my company pension . I only make 48,000 for the year .

    • @carolinacadabra8278
      @carolinacadabra8278 ปีที่แล้ว +3

      Not sure 48K would get you vert far in Hawaii. It’s pretty expensive there and our Canuck buck won’t buy much.

    • @LollyB1963
      @LollyB1963 ปีที่แล้ว +4

      Well I’m glad I was informed thank you .. I have a friend that lives there and he invited me out there to visit ..Still nice too visit I guess

  • @janicespencer5588
    @janicespencer5588 5 หลายเดือนก่อน +1

    Where can I move, so I don't lose a nickel???

  • @nedimkurcenli1151
    @nedimkurcenli1151 8 หลายเดือนก่อน

    Thank you!

  • @mickhew26
    @mickhew26 8 หลายเดือนก่อน +1

    I am Canadian of 16 years and planning to relocate to Cyprus. Because I have not lived ion Canada for 20 years my OAS and more importantly my GIS will stop after 6 months living in another country. I see that Canada has a social agreement with Cyprus so there may be creditable periods to bring it up to 20 years. I also see that there is a maximum period for "initial detachment' for Cyprus and it is 24 months. What does this mean??

  • @louis-martinlandry2194
    @louis-martinlandry2194 3 หลายเดือนก่อน

    what about qpp?

  • @blackmatters23
    @blackmatters23 ปีที่แล้ว +3

    Hello Sir
    Thank you for your these wonderful informative videos. I follow all of them. You are one the best.❤
    Quick question: how long we can stay outside of Canada after we receive our retirement benefits? What will happen if we stay more than 6 months?
    Please advise.🙏

    • @wellbuiltwealth
      @wellbuiltwealth  ปีที่แล้ว

      Thank you! You should always check your specific situation with Service Canada but there shouldn’t be a time limit.

    • @patacon54
      @patacon54 8 หลายเดือนก่อน

      That was my question, we are spending around 5 months in the Caribbean, we met a fellow from Ontario and he told us they reduced his pension because he stayed longer than the 6 month mark outside of Canada

  • @reggosse3901
    @reggosse3901 8 หลายเดือนก่อน +1

    Thank You