Serbinski Accounting Firms

Your advice is very very appreciated. Thank you.

Thank you very much for all of your help! Just one more question.... I have 403b plans with 3 different companies (from 3 previous employers in the US): Fidelity, Voya and Great West Life. Am I correct in assuming that I could collapse/liquidate just 1 of the 3 403b accounts (example: just the Fidel...

Regarding Aug 27th post: How exactly does Canada give credit for the U.S. tax? Would it be best to transfer the 403b plans funds as a lump sum into my Canadian RRSP ? This would exceed my yearly RRSP limit......

Regarding Aug 27th post: How exactly does Canada give credit for the U.S. tax? Would it be best to transfer the 403b plans funds as a lump sum into my Canadian RRSP ? This would exceed my yearly RRSP limit......

Regarding transferring funds from a 401(K) plan in US to Canada: Information I received from the CIBC bank states the Canadian tax on this income can be offset if the funds, as a lump-sum, are contributed to an individual's RRSP within 60 days after the end of the year (ie. the normal RRSP deadline)...

Thank you nelsona! :D

I used to work in the U.S. many years ago and still have multiple 403b retirement investment plans there. I am thinking of liquidating all of them to consolidate and have all my investments in Canada, but would like to know what the tax implications of this are. W Thank you ould I have to pay US tax...