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Posted

I have a financial advisor who has a Canadian client... one man show. He wants to establish a Solo 401K plan. He (the client) earns $ here in the states from US companies. I told him that the Canadian client can establish a Solo ... he pays US taxes... why not? Please, any thoughts would be great.. and any rulings or other info would be greatly appreciated!

Its not easy being green

Posted

No one? A Canadian citizen owns a sole proprietorship here in the US... no reason why he cant have a plan.. right? if he pays taxes...

I know, its a basic question... but a supposed 'tax expert' has told someone it can't be done... that a Solo plan can not do this. He threw out "non-resident alien" as a reason... I told him that that is simply an eligibility issue and if a plan wanted to exclude non-resident aliens it can... but it doesnt have to.

Anything?

Its not easy being green

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