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
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Hi Phil
Great podcast, just listened to most of it. I didn’t report my roth ira to ccra, any suggestions?