Search found 80 matches

by coco1106
Mon Jan 21, 2019 1:37 pm
Forum: Canada / United States Tax & Accounting
Topic: IRAs for non resident citizens
Replies: 41
Views: 17858

Re: IRAs for non resident citizens

Nelsona
regulatory/compliance" division of these firms......This is the division I will asking for when we have a meeting, thank you for this,
by coco1106
Mon Jan 21, 2019 1:35 pm
Forum: Canada / United States Tax & Accounting
Topic: IRAs for non resident citizens
Replies: 41
Views: 17858

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...
by coco1106
Mon Jan 21, 2019 10:51 am
Forum: Canada / United States Tax & Accounting
Topic: IRAs for non resident citizens
Replies: 41
Views: 17858

Re: IRAs for non resident citizens

vanguard said no, Charles Sch said maybe ??
I am at a loss .
by coco1106
Mon Jan 21, 2019 10:49 am
Forum: Canada / United States Tax & Accounting
Topic: IRAs for non resident citizens
Replies: 41
Views: 17858

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...
by coco1106
Sun Jan 20, 2019 3:59 pm
Forum: Canada / United States Tax & Accounting
Topic: IRAs for non resident citizens
Replies: 41
Views: 17858

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...