Dan Walkow - IRAs and RRSPs - Moving Across the Canada/US Border

David and Dan Walkow talk about the problems of moving retirement funds across the Canada/US border.

RRSPs, IRAs, 401Ks and all manner of investments run up against jurisdictional problems where the original broker either can't deal with you, even by phone, when you've moved across the border (or even across state or provincial lines in many cases), or may only be allowed to liquidate an investment but not allowed to re-invest or roll over.

Seabank Capital Management Inc. can help in these cases - preferably before you move so you don't end up liquidating plans that are working for you and incurring tax consequences. Even after you've moved - and discovered that your original broker can't help you, Dan can.

David tells horror stories of some of his cross-border clients having their entire portfolios liquidated with huge tax consequences because "my broker told me I had to." In fact, in many cases those crossing the border to live do not have to liquidate any or all.

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You can contact Dan Walkow at:
Suite 301-1959 152nd Street
White Rock, BC V4A 9E3
Canada

www.seabankcapital.com

Phone: 604-541-9952
Toll Free: 1-866-541-9952
Fax: 604-542-5642

The views expressed in this interview do not necessarily reflect those of the production company presenting this video. This is a paid presentation of Seabank Capital Management Inc.