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US retirement plans: moving your IRA or 401(K) to Canada

Wednesday, September 13, 2017 at 12:00 PM

Written by Dave Lee
September 8, 2017

This session is for Canadian residents who currently have an IRA or 401(k) in the US.

You will learn about the tax implications of moving these retirement plans to a Canadian RRSP, and the practicalities of doing so.

As the Manager of Wealth Management Taxation, Jennie Ho is responsible for providing Canada and U.S. cross-border tax-based expertise and guidance to Scotia Wealth Advisors and clients across Canada.
Jennie is focused on individual Canada & U.S. cross-border taxation matters including:

  • Canada and U.S. cross-border individual tax planning;
  • Canada and U.S. residency determination;
  • Internal Revenue Service (IRS) voluntary disclosure programs for U.S. foreign reporting; and
  • Other related matters such as PFIC reporting, IRA rollovers and withholding tax issues.

Speakers

  • Dave Lee, Senior Wealth Advisor, Scotia Wealth Management
  • Jennie Ho, CPA (NH), Manager, Wealth Management Taxation

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
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  • Please be sure to RSVP as seating is limited