Serbinski Accounting Firms

good to hear on CS...

We are not decided yet, TDA,CS or stay with Fidelty ...Fidelty would be the easiest , but it is very good to have options, and I would like to thank everyone for the input.

I have meetings set up with the above 3 firms I will report back !

Guy, This is a letter I received from TDA with regards to maintaining retirement accounts in USA for non usa residents, I told them we were dual citizens. "Thank you for allowing me to assist you today . Thus letter serves to confirm the following information for Canadian residents who have IRA...

I meant to say we will do the transfers this summer, so those accts are set up with the new firm before we move.
the rollover we will do once he has left his job.

Nelsona...again thank you so much, I really appreciate your input. We are planning on staying with my husbands mum( who lives in the town we are moving to in canada) for a few months, I dont want to pick out a house during the craziness of moving, packing etc, our stuff will be in storage, once we f...

Hi, When my husband leaves his job next year, he is planning on rolling over his 401K to a IRA, by that time our home will be sold , furniture in storage, Do we still have to be residents of USA to preform the rollover ??? I am just thinking if the rollover takes 2-3 weeks, we may have to stay in a ...

Kuchie Thank you for your input, it was really helpful, as well as all the other comments. Like I said hoping we can maintain IRA roths accts with Fidelity, knowing RBC usa , TD ,Schwab is reassuring.....from previous posts looks like Fidelity be ok with non US residents, of course we want this in w...

Ohw We are in a similar institution as you we are moving back to Ontario Canada after being USA for 27 YRS, we are dual citizens. We are moving next summer, so I am trying to do as much research as possible. Everything we have is with Fidelity, when we called them we could not get a answer with rega...

One last thing, I mentioned RBC usa allowing us to maintain IRA roths with a canadian address , apparently Charles Schwab also allows NON US residents to maintain IRA,roths...I reached out to them , we have a meeting set up with them, then we will figure out our options for our accts . Ideally we wo...

Kuchie I am sorry about your taxable accts, But that is good to hear that your retirements accts are still maintained in USA. Can I ask you about your HSA...........We have one will Fidelity I have been trying to get information from them with regards to what we can do with it when we move to Canada...

Its been a while since I posted on here.........been very ill for a few weeks, had a nasty slip on the ice while I was walking home from the gym!!! thank goodness I was wearing my huge winter coat, pulled several muscles and cracked rib ! then I got cold, turned to flu then pneumonia. !!!!! the stre...

Moi Ideally we would like to keep things nice and simple and keep everything with Fidelity , but I can never get a definite answer from them with regards to maintaining retirements accts when we relocate to Canada, we have meeting next month with them , we may get more information. However RBC USA h...

Moi Yes.... RBC usa informed me that we can transfer our IRA, ROTHs with them , we are dual citizens usa /cdn, we only have assets in USA , nothing in Canada , we plan on the move next year. We plan on opening a acct with RBC in ontario, they have accts for new comers, also for Americans living in C...

nelsona,

Thank you I will ask him about SPD, I am sure his company will have one.

Nelsona, I thought the cobra amount the lady quoted sounded very odd...husband did not feel that this was correct , he will verify that amount later on, but the 30 day insurance after he leaves is a good thing. I sometime feel that we get different answers depending on whom we happen to get on the p...

nelsona, I checked OHIP in ontario we have to wait for up to 3 months after we apply, when I called service Canada they told me that since we already have the old type red and white plastic OHIP card that we had when we lived in Canada it may take less than 3 months since we already have a OHIP numb...