Is anyone aware of any US-based (or Canadian or offshore) discount brokers that will allow a non-resident alien living in Canada top open an account?
While I've not called everyone, many of the brokers with Canadian operations require that I contact their Canadian arm due to my Canadian residency. However, the Canadian operators do not offer an IRA product.
Anyone with specific thoughts? Thanks in advance...
401k Rollover to Self-Directed IRA
Moderator: Mark T Serbinski CA CPA
-
- Site Admin
- Posts: 611
- Joined: Tue Oct 26, 2004 8:05 pm
- Contact:
Whan leaving US, it is very important that one ESTABLISH their IRA/401(k) account <b>while STILL LIVING IN US</b>.
After that, most US firms will continue to deal with you (and Cdn regulators allow it -- SEC does NOT prohibit this).
The problem is getting such an account started AFTER leaving is difficult.
A good practice is to have an IRA set up already, and then rollover your 401(k) to that firm when you leave your company.
<i>nelsona non grata</i>
After that, most US firms will continue to deal with you (and Cdn regulators allow it -- SEC does NOT prohibit this).
The problem is getting such an account started AFTER leaving is difficult.
A good practice is to have an IRA set up already, and then rollover your 401(k) to that firm when you leave your company.
<i>nelsona non grata</i>