Services
Every filing a cross-border life requires.
Seven practice areas covering both returns, both revenue agencies, and everything that sits between them. If you're not sure which apply to you, a consultation will sort it out in one call.
RRSP ROLLOVER
California & Florida
U.S. IRA & 401(k)
Canadian tax treatment of U.S. retirement accounts, including withdrawals and rollovers.
Who this is for
What's included
Common question
I moved to Canada and left my 401(k) in the U.S. — what happens to it?
It generally continues to grow tax-deferred and is taxed by Canada when withdrawn, with a U.S. tax credit available for withholding paid — but the timing and method of withdrawal can significantly change the total tax outcome, so this is worth planning ahead of the first withdrawal.