Category: Crossborder Investing
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Choosing a Crossborder Canadian Brokerage
If you’re looking for suggestions on choosing a Canada-friendly US brokerage for your US accounts, please see this article. As is often the case with crossborder financial issues, the Canadian side of things is more straightforward. Canadian brokerages are, as far as I have found happy to do business with US citizens living in Canada.…
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Choosing a Crossborder US Brokerage
If you’re looking for suggestions on choosing a US-friendly Canadian brokerage for your Canadian accounts, please see this article. As a crossborder investor, it is important to choose the right US brokerage (or brokerages). Ideally, you’d do this BEFORE moving, as you might find yourself with more options ahead of time — some brokerages allow…
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Crossborder Implications for US Investment Accounts
If you’re looking for crossborder implications for Canadian investment account types, please see this article. There are a lot of opinions about how best to handle US investment accounts when moving to Canada. On one extreme, some people recommend shifting everything to Canada (e.g. rolling IRAs into RRSPs). On the other extreme, you’ll find folks…