Search found 2 matches

by Chuzz
Sun Mar 04, 2018 3:28 pm
Forum: Canada / United States Tax & Accounting
Topic: Tax Implications of Managing US Investments while in Canada
Replies: 1
Views: 1429

Tax Implications of Managing US Investments while in Canada

Hello! I am a US citizen moving to Canada soon. I have a Roth in the US, which I have learned I should not contribute to while in Canada, but I also have a US brokerage account. I have heard that even reallocating my funds (without adding a dollar) can have negative consequences tax-wise, but I'm no...
by Chuzz
Sat Mar 03, 2018 4:00 pm
Forum: Canada / United States Tax & Accounting
Topic: PFIC Avoidance While Investing
Replies: 3
Views: 3091

PFIC Avoidance While Investing

Hello! I am a US citizen moving to Canada. I have investment funds in the US (Roth IRA and other brokerage), but will now be receiving income in CAD. Investing that money has me worried about PFIC implications. Is it worth converting my CAD to USD, sending to my US brokerage account, and investing f...