Search found 3 matches

by CADUSD123
Fri Jul 19, 2024 3:14 pm
Forum: Canada / United States Tax & Accounting
Topic: Changing RRSP Investment Direction - Living in NY
Replies: 4
Views: 2921

Re: Changing RRSP Investment Direction - Living in NY

Thanks!

For #2 - what do you mean by "RRSP management" - do you mean the wealth manager or the brokerage firm that holds the RRSP? If they allow it?
by CADUSD123
Fri Jul 19, 2024 3:14 pm
Forum: Canada / United States Tax & Accounting
Topic: Changing RRSP Investment Direction - Living in NY
Replies: 4
Views: 2921

Re: Changing RRSP Investment Direction - Living in NY

Thanks!

For #2 - what do you mean by "RRSP management" - do you mean the wealth manager or the brokerage firm that holds the RRSP? If they allow it?
by CADUSD123
Fri Jul 19, 2024 8:39 am
Forum: Canada / United States Tax & Accounting
Topic: Changing RRSP Investment Direction - Living in NY
Replies: 4
Views: 2921

Changing RRSP Investment Direction - Living in NY

Hi friends

Canadian living in the State of NY here. Wanted to confirm my understanding here. Appreciate any help - especially for points 1 and 2.

1. NY state allows for RRSPs to grow tax deferred - essentially "following" the IRS US/CAN tax treaty

2. I can change my investment mix as much as want ...