Tips and traps for Canadians with U.S. 401(k)s and IRAs

Wednesday May 4, 9:00 am – 10:00 am



Help your clients bring their savings home! In this session, we aim to help you understand how to repatriate your clients’ US deferred income plans, such as IRAs & 401(k)s. Kim Moody will walk you through the considerations prior to initiating a transfer and the steps that need to be taken to do so as tax efficiently as possible.

Technical, Case Study; Advanced

This workshop is organized by the Wealth Creation & Management Issue Group.

CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.00 (T)
  • FP Canada – 1.00 (T)
  • Alberta Insurance Council – 1.00 (T)
  • Insurance Councils of Saskatchewan – 1.00 (T)
  • Insurance Council of Manitoba – 1.00 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 (T)