Serbinski Accounting Firms

Thanks Nelsona.

I am already in Canada.
I already called and confirmed with both - TD Ameritrade and CS and explained that I am a NON-US resident with NO US address. They both said they have handled similar cases and allow opening of rollover IRA account. CS asked for W8-BEN form. TD Ameritrade ...

Hello,

I am thinking of moving my 401K to Self-directed IRA and was reviewing Charles Schwab (CS) . Wanted to check if there are other Canadians who have experience with CS retirement accounts -

1. Ease of handling the account by sitting in Canada
2. Customer service and turnaround time
3. Ease of ...

***CORRECTION**


1. Is there any special action needed from **IRS - Internal Revenue Services** perspective to make this 401K to IRA move? (Esp. for canadian citizen)

Also - Thanks Nelsona for your response.

Hi CdnRez - I seem to be in similar situation as yourself. Good info on this thread. I have similar questions. Maybe you have more info -
viewtopic.php?t=12527&highlight=ameritrade

Thanks!

Hello,

Firstly awesome forum- lots of valuable info.

Story of my life - Was on H1B in the US for 8 yrs. Opened 401K with ex-employee. Then moved to Canada on PR. 401K stayed behind (of course). Became a Canadian citizen. Now would like to move my 401K into Self directed IRA (eg TD Ameritrade ...