Serbinski Accounting Firms

On your response to number 3 (labeled 2-3) regarding the later taxation of my IRA/401(k) retirement withdrawals in Canada and the high taxation and the recommendation to rollover these amounts now to a Roth IRA, does your firm do multinational tax planning to understand the scenarios/implications? I...

Hello, I'm a US/Canadian citizen living in the US since 1999 and planning a permanent move back to Canada in 2011. I currently have a 529 plan, Traditional IRA, ROTH IRA, 401k as well as some stock investments outside of a retirement plan. I would like to leave the 529 and other retirement investmen...