Podcast Episode #1 – Moving your IRA to Canada

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Episode #1 – Moving your IRA to Canada – Cross Border Tax and Financial Planning Podcast

In this episode we discuss your options related to transferring your IRA or 401k to Canada. Options discussed include:

  • Withdrawing the IRA as a lump sum
  • Leaving the IRA in the US
  • Transferring the IRA to an RRSP
  • Converting the IRA to a Roth IRA (before moving to Canada)

For more information on Phil Hogan or to reach Phil directly please visit http://xBorderPros.com or http://Hutheson.ca/phil

Email: phil@hutcheson.ca
Phone: 250-381-2400

Do you need help from one of our Cross Border Professionals? Contact us here and we'll reach out shortly.

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