Managing Your 401(k)/IRA in Canada

If you're relocating to Canada and hold U.S. retirement accounts, such as IRAs, 401(k)s, Roth IRAs, or 403(b)s, you may face unexpected restrictions. Many U.S. brokerage firms are unable to manage these accounts for Canadian residents, and some may even freeze or limit access.

At Latta Wealth Management, we specialize in helping U.S. expats manage their retirement accounts in Canada. We provide personalized strategies that align with both U.S. and Canadian tax laws, ensuring your retirement savings remain accessible and on track.

Whether you're planning a move or already residing in Canada, we can help you navigate the complexities of cross-border retirement planning with confidence.