Serbinski Accounting Firms

Thanks so much for the replys nelsona and ExpatAmerican! We have spoken more with UBS and they apparently were unaware of the third option (which seems strange), but now they are aware and willing to create new beneficiary accounts for my sister and I. Nelsona, I'm interested in your suggestion of t...

Hello everyone, My sister (28) and I (26) have recently inherited an IRA from our father of ~$300k. My father had inherited the IRA from his mother, who had already begun taking distributions. We both have dual citizenship and are currently living in Canada. Our financial advisor at UBS has given us...