Serbinski Accounting Firms

Hello Nelsona,
Thank you for your reply.
I have some great news! Yesterday, I received a follow-up call from a Vice-President and Financial Consultant at Charles Schwab’s International Branch in Miami. He has specialized exclusively in international clients for the past decade and provided some ...

jtserbinski wrote:
> Hi,
> I've haven't had any luck getting my plan providers (Schwab,Fidelity) to
> commit to a withholding rate of 15%. On the phone support they say just
> file W-8BEN and depending on when I call I get different answers, usually
> one of the following two: (1) "the back office ...

vkg01 wrote:
> Fact 3: US Canada Tax Treaty Doc see Article XVIII Pensions and Annuities:
> https://www.irs.gov/pub/irs-trty/canada.pdf)
Forgot to mention the page number of this doc see page 24

I'm a Canadian resident, not a US citizen or green card holder, with a Traditional IRA at Fidelity from when I worked in the US. Looking for people who've actually gone through a withdrawal, not general advice.

What I Know So Far:
Fact 1 - Default withholding on IRA distributions to a foreign ...