Each year I help over 500 clients file their Canadian and US tax returns as well as plan for both their Canadian and US investment accounts. I also regularly help new US clients plan for their move to Canada.
Episode #1 – Moving your IRA to Canada – Cross Border Tax and Financial Planning Podcast
In this episode we discuss your options related to transferring your IRA or 401k to Canada. Options discussed include:
- Withdrawing the IRA as a lump sum
- Leaving the IRA in the US
- Transferring the IRA to an RRSP
- Converting the IRA to a Roth IRA (before moving to Canada)
For more information on Phil Hogan or to reach Phil directly please visit http://Hutheson.ca/phil