Search found 2 matches

by Ashish_NY
Wed Aug 15, 2018 4:08 pm
Forum: Canada / United States Tax & Accounting
Topic: Advance Planning for Roth/ 401/HSA/ 429 accounts for future move to Canada
Replies: 3
Views: 2767

Re: Advance Planning for Roth/ 401/HSA/ 429 accounts for future move to Canada

Thanks nelsona, appreciate you taking time to respond. So in effect- --I should stop contributing to the 429s (assuming there will be something similar in Canada) --Good point on the 401 to Roth 401 conversion, my earning will be taxed but i can withdraw my contributions. However I will need to chec...
by Ashish_NY
Wed Aug 15, 2018 1:59 pm
Forum: Canada / United States Tax & Accounting
Topic: Advance Planning for Roth/ 401/HSA/ 429 accounts for future move to Canada
Replies: 3
Views: 2767

Advance Planning for Roth/ 401/HSA/ 429 accounts for future move to Canada

Hi All, I am planning to move to Canada in an year or two and i was wondering if i should change my investment strategy till the move actually happens. I have a 401K, HSA ,multiple Roth accounts and 429 accounts which i am currently max-ing out. Does it make sense to reduce my contributions to these...