USC "temp" Cdn Resident; cleaning up finances

[rancan]

I'm a USC, CR from late 2014. Since my CR was/is temporary with just under 2 years left I didn't/haven't changed much with my US (Living Trust) and personal/joint accounts. With the additional tax/reporting rqmts, and since I will likely apply for an extension, it seems a good idea to "simplify" (accepting that it might have been better to so earlier in 2014 and many US Banks & Brokers don't/can't/shouldn't work with CRs - even if temp).

Any reason I shouldn't, or should do any of the following now?

- Transfer (and close) our remaining US personal joint bank accts to a cross-border bank like RBC or TD (sticking with USDs).

- Transfer my IRAs and Roths to a cross-border broker. BTW: Should I re-characterize any IRA to Roth conversions done in 2015 (if Roth conversions are a no-no while a CR)?

- If US brokers can't work-with or trade-for when the LT trustee is a CR (the LT still has its US address), either change trustee to a USC, USR relative, or transfer/close the US LT accounts to personal accts with cross-border banks/brokers.


Is there any CRA reporting rqmt for the LT even if I don't change trustee, or is listing it on my T1135 sufficient?

Best Regards to all.