Serbinski Accounting Firms

Thanks for the links, Bubba Gums.

If I'm reading correctly, self-directed retirement plan holders who are "temporary" US residents are exempt from the usual SEC requirements that would require their broker to be registered in both US and Canada. I couldn't find a definition of "temporary" anywhere ...

Context: I'm a US citizen who worked in Canada for several years but have since returned to the States. I have a LIRA worth ~C$90k, which I duly report on my FBAR every year. My Canadian broker told me before I left that it would become difficult or impossible to make allocation or buy/sell changes ...