Search found 3 matches

by Ohw
Fri Mar 29, 2019 5:59 pm
Forum: Canada / United States Tax & Accounting
Topic: At Retirement - how to account for 401k income with CRA
Replies: 6
Views: 543

Re: At Retirement - how to account for 401k income with CRA

I contacted RBC wealth management in the US and was assured that while in Canada I can have my IRA managed by a financial adviser who can trade on my behalf to balance the portfolio as necessary. This service was not available from TD Ameritrade. Of course it was also not available from any of the o...
by Ohw
Mon Mar 25, 2019 1:24 pm
Forum: Canada / United States Tax & Accounting
Topic: IRA management for Canadian residents
Replies: 10
Views: 2007

Re: IRA management for Canadian residents

Thanks for the reply. Not sure I understand “pension split the income into Canada”. What does this mean? Can you please clarify. My intention is to take monthly distributions from the Ira in the form of an income stream in Canada. This stream will supplement my CAnada pension plan and old age securi...
by Ohw
Sun Mar 24, 2019 8:10 pm
Forum: Canada / United States Tax & Accounting
Topic: IRA management for Canadian residents
Replies: 10
Views: 2007

IRA management for Canadian residents

I need help! I just retired after 30 years in the US and will move back to Canada. My life savings are in various US mutual funds in 401k and rollovers accounts with Fidelity, Vanguard and Wells Fargo. It seems like most firms will not allow you to manage your accounts without a US address. Vanguard...