Search found 5 matches

by JustAGuy
Tue Mar 13, 2018 2:46 pm
Forum: Canada / United States Tax & Accounting
Topic: Self directed IRA account with Charles Schwab
Replies: 3
Views: 1828

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 didn...
by JustAGuy
Tue Mar 13, 2018 2:37 pm
Forum: Canada / United States Tax & Accounting
Topic: Self directed IRA account with Charles Schwab
Replies: 3
Views: 1828

Self directed IRA account with Charles Schwab

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 t...
by JustAGuy
Tue Mar 06, 2018 2:12 pm
Forum: Canada / United States Tax & Accounting
Topic: US non-residents and their 401K accounts south the border
Replies: 9
Views: 6016

***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.
by JustAGuy
Tue Mar 06, 2018 12:34 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Resident dilemma - Rollover 401k to IRA or Transfer
Replies: 6
Views: 3471

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!
by JustAGuy
Tue Mar 06, 2018 12:18 pm
Forum: Canada / United States Tax & Accounting
Topic: US non-residents and their 401K accounts south the border
Replies: 9
Views: 6016

US non-residents and their 401K accounts south the border

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 ) while...