Many thanks for the quick response.
The crux of my issue is mainly about what documentation the CRA would be looking for to establish the date at which I return to Canadian residency. If, for example, the conversion does not settle until a few days after I've crossed the border, would that cause a ...
Search found 2 matches
- Fri Jan 17, 2020 5:34 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Practically timing 401(k) to Roth conversion
- Replies: 3
- Views: 2174
- Fri Jan 17, 2020 1:37 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Practically timing 401(k) to Roth conversion
- Replies: 3
- Views: 2174
Practically timing 401(k) to Roth conversion
Hello,
I'm a Canadian who has been working in the United States for several years and have accumulated traditional and Roth savings in my 401(k).
Lately, I have contributed as much as possible to the Roth 401(k), both via regular contributions, and via after-tax/mega-backdoor contributions ...
I'm a Canadian who has been working in the United States for several years and have accumulated traditional and Roth savings in my 401(k).
Lately, I have contributed as much as possible to the Roth 401(k), both via regular contributions, and via after-tax/mega-backdoor contributions ...