Search found 3 matches

by henryu88
Tue Dec 03, 2024 3:43 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian plan to move back to Canada after years working on TN
Replies: 30
Views: 147418

Re: Canadian plan to move back to Canada after years working on TN

Thanks, Phil.
Do you mean I need to hire a cross-border RIA to manage and make investment changes in my IRA account with US Fidelity?
by henryu88
Mon Dec 02, 2024 8:43 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian plan to move back to Canada after years working on TN
Replies: 30
Views: 147418

Re: Canadian plan to move back to Canada after years working on TN

frank wrote: > Thanks for the information, it is very helpful. > > do you know any Canadian broker can accept stock and ETF account transfer > from my US broker? I prefer to keeping the account in US$ after transfer, > is this allowed to keep in US$? > > also I check with my US broker which allows m...