Serbinski Accounting Firms

Your right. I wish that was me. I read it as salary, not tax liability.

Thank again for all the great information you guys have so kindly given me. I'm not sure why you guys are being so gracious with this information, but it sure is appreciated.

After more research... It looks like according to IRC 877 if one of the following conditions is true of a Expat, or Long ...

Thank you very much Nelson and Norbert for the information. If I understand correctly I could:

1) Transfer all my stocks to a Canadian broker like E*TRADE.
2) Leave my Vanguard account in the US, which is comprised of just mutual funds, but never make any new mutual fund purchases; only sells. (I ...

I called E*TRADE Canada and they said that I could move over the stocks in my portfolio, but not the mutual funds. Apparently there are different regulations for mutual funds in Canada so the US ones cannot be brought over. Which means I have to liquidate those assets?

Any idea on how quickly does ...

I have a US Charles Schwab account as well as a Vanguard account. When I tried to have the address changed to a Canadian one, I was told that the address could not be a Canadian.

I have just moved back to Canada. Can I still keep my US brokerage accounts? What gives?