Serbinski Accounting Firms

Yeah - we have now purchased a plane ticket.

Thanks for all of your help with this. It has certainly been an adventure... ;)

All the papers say about it is this: [quote]Deferred Pension Option: Election of a deferred monthly lifetime pension at <date> of ~$270. Pension can be started as early as 10 years prior to Pensionable Age but will be reduced if paid early. The latest possible date you can start collecting your <for...

Well, that is the thing - we are currently being rushed. Her previous employer is insisting she take the pension now. We received the paper and information about the pension about 30 days after it was dated. The problem is, the papers said that if they do not receive a response stating our elections...

Alright. So here is an update on our current situation. We currently do not see any way do accomplish setting up a locked-in RRSP without booking a flight up to Canada. Things we have tried: We contacted multiple people at TD bank - both at the branch where my wife currently has a regular bank accou...

So, a few things: We do not currently have an RRSP dealer in Canada. All that she has is a regular bank account. Would you expect any issues accomplishing signing up for an RRSP without being at the bank branch? I currently have a few contacts at TD Bank who are going to hopefully get back to me wit...

First off, I am aware that this is an incomplete picture of the financial situation and I am not a client of any firms. I am only seeking general advice. The situation: My wife is a dual-citizen and has been living in the US for almost 2 years now. She has ended employment with her company and we ar...