Advisorheads Homepage
Forum Home Forum Home > Home > General Industry Discussion
  New Posts New Posts RSS Feed - IRA for Canadian Resident
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

IRA for Canadian Resident

 Post Reply Post Reply
Author
Message
knuk View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/20/2010
Location: Canada
Status: Offline
Points: 4321
Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Topic: IRA for Canadian Resident
    Posted: Feb/17/2021 at 2:34pm
I had a call from a lady (sorry no pic) that is a Canadian resident, U.S. citizen.

She has an IRA in the U.S. and would ideally like to keep it there, but her current broker is telling her they cannot deal with her as she is resident in Canada (Ontario).

Do any brokers/RIA's in the U.S. allow a non-resident to keep an IRA? It's a $100k account, all in American Funds. 


It's the flu.
Back to Top
DRCap View Drop Down
Greenhorns
Greenhorns


Joined: Jul/05/2018
Status: Offline
Points: 61
Post Options Post Options   Thanks (0) Thanks(0)   Quote DRCap Quote  Post ReplyReply Direct Link To This Post Posted: Feb/17/2021 at 2:39pm
Have you called American Funds to see if she could get the funds moved there and custodied direct? They're a big enough firm that it should be worth a call.
Back to Top
luvindy View Drop Down
Moderator
Moderator
Avatar

Joined: May/17/2010
Status: Offline
Points: 19409
Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Feb/17/2021 at 3:33pm
It's called an RRSP.






































LOL
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
Back to Top
knuk View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/20/2010
Location: Canada
Status: Offline
Points: 4321
Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Feb/17/2021 at 3:43pm
Nevermind, RJLU can apparently do it from Canada.
It's the flu.
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.110 seconds.