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)
You can subscribe to our Expat Tax podcast on Apple Podcasts here.
For more information on Phil Hogan or to reach Phil directly please visit http://Hutheson.ca/phil