Strategies for Canadians with U.S ... - Sun Life of Canada

June 2017 Stuart L. Dollar, , , CFP , CLU , ChFC , TEP Director, Tax and Insurance Planning Sun life Financial Strategies for Canadians with retirement plans Sun life assurance Company of Canada , 2017. Strategies for Canadians with retirement plans Page 1 Strategies for Canadians with retirement plans canadian citizens who have lived and worked in the United States may own Individual Retirement Accounts (IRAs) and qualified retirement plans, such as 401(k) plans. When they return to Canada they may wonder what they should do with the money in these plans.

XVIII of the Treaty for any income accrued in the Roth IRA for all taxation years ending before or after the date of the election, until such time as a Canadian contribution is made.11. Until recently, the Internal Revenue Service (IRS) provided Form 8891 for U.S. citizens and residents to elect ... Sun Life Assurance Company of Canada ...

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