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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!

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?

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