MR Posted December 17, 2001 Posted December 17, 2001 does anyone know of any tax regs that would permit a direct rollover from a US 401(k) to a Canadian "Qualified" plan?
Appleby Posted December 17, 2001 Posted December 17, 2001 Assets cannot be rolled or transferred between a US plan and any other plan that is not subjected to the jurisdiction of the United States courts. At the point of distribution, the assets from the US plan will be subjected to US taxes ( unless they are rolled to a US eligible retirement plan). Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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