Nelsona
regulatory/compliance" division of these firms......This is the division I will asking for when we have a meeting, thank you for this,
Search found 80 matches
- Mon Jan 21, 2019 1:37 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRAs for non resident citizens
- Replies: 41
- Views: 18377
- Mon Jan 21, 2019 1:35 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRAs for non resident citizens
- Replies: 41
- Views: 18377
Re: IRAs for non resident citizens
Nelsona, We have a meeting with Fidelty in May , so I have not been told directly that they will not allow us to keep our IRAs with them, its just that after reading and researching I thought that since we will be NON US residents then they would make us withdraw our funds, I hope the case is that t...
- Mon Jan 21, 2019 10:51 am
- Forum: Canada / United States Tax & Accounting
- Topic: IRAs for non resident citizens
- Replies: 41
- Views: 18377
Re: IRAs for non resident citizens
vanguard said no, Charles Sch said maybe ??
I am at a loss .
I am at a loss .
- Mon Jan 21, 2019 10:49 am
- Forum: Canada / United States Tax & Accounting
- Topic: IRAs for non resident citizens
- Replies: 41
- Views: 18377
Re: IRAs for non resident citizens
Nelson, I think we really are just wanting a place to leave the funds while living in ontario, husband said he would leave the funds, and just let any growth to be reinvested ( said he would liquidate mutual funds, since that is a definite no-no !!) we would not touch anything until we are allowed t...
- Sun Jan 20, 2019 3:59 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRAs for non resident citizens
- Replies: 41
- Views: 18377
IRAs for non resident citizens
Hi everyone, my husband and I are dual citizens usa/Canada , we live in ohio and plan on moving to Ontario next year. we are both 55 and do not plan on working in Canada, we have 401k ,IRA,ROTHS HSA with Fidelity , husband said once he leaves his job he will rollover the 401k to a IRA. After researc...