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Understood. Thank you both for your assistance

Clear on the difference now - thanks for helping me understand it By taxable in Canada and the US, do you mean taxable as income subject to where you are living at the time? (i.e.- When she retires she would declare it as income in the country she is a tax resident of) We are not sure if we would st...

Thank you for that wisdom nelson...I will dig into it. I am certain they will release it (she read the language from her pension statement she just received to me last night and it did address rollover after leaving the company...but to your point, I am sure there are specific types it can be rolled...

The balance of my gameplan is good though?

That will depend on when her visa is approved and when she can emigrate, so if that happens then I follow you fully - we file the exit return for the year that she emigrates.

Sorry for the post close question...I just want to recap. 1: She and I purchase the condo now 2: We get married and begin the IR-1/CR-1 visa process (I remain here and live in condo, she rents and remains working in Ontario) 3: As we are close to the end of the visa process, she quits and rolls her ...

Thank you so much. I appreciate the time and advice you all offer.
:D

Thank you for the swift reply JGCA, I appreciate it. On my last question - We plan to purchase now, and I will live there and she will remain in Canada (renting) while we go through the IR-1/CR-1 Visa Process. Depending on Visa Timing, she may remain a CND tax resident for all of 2013...still no iss...

Thank you for this forum and resource. I have searched and combed many posts on the site and found what I think are most of the answers my canadian fiancee and I need for her to move to the states with me (USC) and protect her current assets. I have one question left and hope the balance of my answe...