Advisor.ca – Client caught in cross-border trap

Matt C. Altro and Jonah Z. Spiegelman were recently interviewed by Dean DiSpalatro from Advisor's Edge to analyze a case study about cross-border traps. The analysis was published in the June edition of the Advisor's Edge magazine and also appeared online on Advisor.ca. In the article, Matt and Jonah review what mistakes "Rob" has made as [...]