Tax & Compliance
Keeping your Roth IRA as a Canadian resident
You can keep a Roth IRA tax free in Canada, but only if you stop contributing and file a one-time election by the deadline.
All topics / Tax & Compliance
Tax & Compliance
Dual filing, treaty relief, withholding, and the forms that carry large penalties when missed.
Articles (3)
Tax & ComplianceEditor’s pick
PFIC rules and reporting: what U.S. persons in Canada need to know
Canadian mutual funds, ETFs and money market funds are PFICs in the eyes of the IRS. The problem is expensive to unwind and easy to avoid.
Tax & Compliance
Three things every U.S. citizen should know before living in Canada
Investment reporting, your U.S. retirement accounts and the FBAR: the three issues that cause the most surprises for Americans making the move north.
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