Serbinski Accounting Firms

Still on the topic of retiring in Canada.

Are there general principles one could follow to optimize one's portfolio in term of tax efficient investments before moving north.

We have gotten rid of most mutual funds except in the IRA, but still hold in brokerage accounts: stocks, mostly dividend ...

Thank you for sharing your knowledge with this bewildered tax payer :) I really appreciate your clear explanations, versus trying to read through the Revenu Canada and IRS literature.

I have another question regarding the cap gain losses I have accumulated. If I was to sell some of my assets that ...

Thank you for the info! I am trying to digest it and make sense of it all.

* I had never heard of the 10 years pardon if we kept the investment "as is". You mean for example keep 100 shares of IBM, 225 of BofA, 450 of HP, etc. for 10 years?? I am wondering how could one plan to make that work to ...

I am really impressed with the information provided in this forum for people planning to move or move back to Canada. I hope your firm can help us once we are there with the details of filing in 2 countries ;) In the meantime I have a few questions as to what a retired couple needs to do to plan ...