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Should I Convert My IRA to a ROTH IRA before Moving...

Question Hi Phil I stumbled across another of your articles and you may be the guy to help me with my ROTH IRA question. My wife and...

10 Things to Know Before Moving to Canada from the US

1. US Citizens File Taxes Even When They Are Outside the US US citizens moving to Canada will still be required to file US taxes...

Frequently asked cross border tax and financial planning questions

He get a significant amount of questions on the site. Unfortunately we are not able to answer everyone's request. Make sure to also post...

Moving to BC with Lots of Money and Assets – Things...

Question I'm moving to Victoria BC at the end of the year and will need to setup a consultation to discuss my financial and tax...

How to Transfer my IRA to Canada (or into an RRSP)?

Question Hi Phil I moved to Canada in 2008 from Texas. I still have a sizable IRA in the US and in order to simplify my...

Should I convert my IRA before moving to Canada?

Question Hello, I have a question...I'm planning on moving to Canada (I'm a US citizen) in the next few months and I'm wondering whether I should...

Do I pay US tax on interest earned from the US?

Question Hello Phil, I have what I hope is a simple question. If a Canadian resident earns interest income on money invested in the US, does the...

Cross Border Tax Q&A – Can I roll my RRSPs to...

Question Phil I'll be moving to California permanently next January and I wanted to get your opinion on a tax matter. Will I be able to "roll...