Hi All,
I am hoping to get some advice on the best path forward with my retirement savings. I'll be relocating later this month to the US to work on a TN visa and have not had the chance (due to tax season) to talk to a tax accountant yet...
I have a decent amount of RRSP investments (self directed at iTrade, and in funds with a broker), Maxed out TFSAs mostly in iTrade holding some non-dividend Canadian ETFs, some non-registered investments at iTrade and a property where the primary residence exemption only covers some of the property, and also some cryptocurrencies.
Before I leave, should I sell any of these?
- RRSPs?
- TFSAs?
- Non-registered investments?
- Crypto?
The property will sell likely a bit later (after we leave), so I'm not sure how that will affect things either.
My wife will also join me on a TD visa - is there anything different she should be doing due to not working in the USA?
Thank you!
Advice for moving to US: TFSA, RRSP, Real Estate, Crypto
Moderator: Mark T Serbinski CA CPA