Tips and traps for Canadians with U.S. 401(k)s and IRAs
Wednesday May 4, 9:00 am – 10:00 am
Speakers:
- Kim G.C. Moody, FCPA, FCA, TEP, CEO, Moodys Tax/Moodys Private Client
- Moderator: Laura Money, CLU, CFP, CHS, Senior Financial Planner, Coutts Financial Services Inc. (Sun Life)
Description:
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)