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by PJ
Tue Jan 21, 2014 11:35 pm
Forum: Canada / United States Tax & Accounting
Topic: Pension lump sum transfer
Replies: 1
Views: 1338

Pension lump sum transfer

I am a dual citizen residing in the US. I recently received a limited time opportunity to transfer the value of my Canadian pension to a retirement savings vehicle as a single locked-in lump sum amount. Can I transfer to an IRA in the US or to my US employer 401k plan?