Serbinski Accounting Firms

Hi,

Just so I'm clear - any disbursement (regardless of whether it goes into RRSP or not) would be taxed at 25% now (the year they cash it out)

For the portion that goes into an RRSP, would I then be able to withdraw it tax free later since I already paid 25% tax on it?

Hi. We have been in the US for the past few years, my spouse was a federal employee on leave with the Federal Government in Canada, now that we've decided to stay in the US permanently (and retire here) we need to make some decisions on what to do with her pension. We are ~10 years away from retirem...

Hi All, Looking for some input here, my family's been US resident now for 3 years, we've established some equity here (house, 401k, some investments) and still have some RRSP's back home in Canada along with life insurance policies in both US and Canada (Canada is a term). If something were to happe...

Hello, I moved down to the US about 2 years ago, since then I've been maxing out my 401k (mix IRA/ROTH). I'm now looking at other tax advantaged vehicles for additional savings. Since my income is over the limits of a traditional ROTH IRA I'm considering doing the IRA to ROTH backdoor Conversion. ht...

I should have noted that financing got delayed due to a small garage fire in our home a day before original closing and after our belongings were already packed up and enroute to the US. With no where to live we proceeded to our temporary accomodations stateside and closed 3 weeks later after the da...

Hello, We listed our home in Nov 09 and had an agreement to sell 5 days later for a closing in early January 2010. Based on this we scheduled our departure for the US in Mid January after the scheduled closing. Our closing got delayed 3 weeks due to financing on the buyers side but we proceeded to m...