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IRA, 401k and US Investments for Canadians (FAQ)

We meet with a lot of clients who are looking for some guidance on how to handle their US investment accounts. Whether they have...

Inherited IRA from Father in the US. What are my options?

Question Hi Phil I inherited a fair sized IRA (over $600,000) from my US citizen father who resided in the US for over 30 years. My...

Moving from California to BC – IRA to RRSP Issues

Question Hi Mr. Hogan I moved up to Canada from California last May. My current Canadian broker is suggesting that I transfer my IRA to a...