Moving your IRA or 401(K) or 403(B) to Canada?
It can be a complicated to hold pension plans in the US and live in Canada. Before you decide to move your IRA, 401(K) or 403(B) to Canada, talk to our US tax experts. We will help you determine whether the costs are worth the benefits, and ultimately minimize taxes and penalties and maximize credits on your Canadian tax return.
Are you a Canadian citizen looking to buy property in the US?
Whether you’re a US citizen living in Canada or a Canadian citizen looking to invest in the US, Taylor Leibow’s US tax group has a strong understanding of all the tax forms that need to be filed.
Taylor Leibow: US tax expertise with a personal touch.
Taylor Leibow offers you personalized service and the benefits that come from strong relationships. We’re here to provide advice and help with planning throughout the year.
Relevant US tax matters that may affect you:
US Tax Client Forms
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For any questions on our US Tax Services
we invite you to contact one of our Taylor Leibow service area experts.
