Search found 2 matches

by dgroyal
Mon Jun 17, 2019 10:27 am
Forum: Canada / United States Tax & Accounting
Topic: Question about a US 457B account (US citizen)
Replies: 1
Views: 1273

Question about a US 457B account (US citizen)

My wife and I are moving to Canada soon (both US citizens) and we both have 457B accounts. Those are deferred compensation accounts available to governmental employees. I looked around the CRA website (and the larger internet) and emailed the CRA, and they have no publications around 457Bs. So here'...
by dgroyal
Tue Jun 11, 2019 1:21 pm
Forum: Canada / United States Tax & Accounting
Topic: Tax efficient plan for holding investments during a US to Canada move (US Citizens)
Replies: 0
Views: 8837

Tax efficient plan for holding investments during a US to Canada move (US Citizens)

Hello. My wife and I are likely moving to Canada in the next year. We are both US citizens and will be moving as permanent residents. We have a variety of investment accounts, and I want to make sure I handle everything as best I can in terms of avoiding tax penalties. Current accounts: Vanguard 403...