All Questions
9
questions with no upvoted or accepted answers
4
votes
0
answers
118
views
What's the tl;dr investing rules for married Canadian citizens when one partner happens to have US citizenship?
Canadians with US citizenship have several things to consider regarding investments:
Canada's Tax-Free Savings Account (TFSA) is not considered tax free by IRS, and filing taxes may significantly ...
- 141
2
votes
0
answers
64
views
Transferring USD into a TFSA
I am currently working in the US but maintain my residency in Canada and file with both the IRS and CRA. I have accounts with both Questrade in Canada and Robinhood in the US.
I wish to transfer my ...
- 121
2
votes
0
answers
61
views
Minimize taxes when transferring investments from one account to another
Located in Ontario, Canada
I have three investment accounts with managed by a TD-bank financial planning account:
TFSA (currently maxed out)
RRSP
Non-Registered
All three accounts have their funds ...
- 132
1
vote
0
answers
112
views
Is it smart to keep my TFSA when moving on a J1 visa to the US?
I am an Austrian citizen, who just finished his PhD in Canada (on a study permit) and will now move to the US on a J1 Visa as a researcher.
I have some investments in my Canadian TFSA and was ...
- 11
1
vote
0
answers
50
views
Differences between non-registered, TFSA, and RRSP accounts for short-term investments
I am new to stocks and I am using an application that's called Wealthsimple. The application shows different account types (non-registered, TFSA, and RRSP) but I don't understand really what are the ...
- 151
1
vote
0
answers
34
views
How to determine which Canadian investments are tax-efficient for US taxpayers in Canada?
How can a Canadian, who is also a US Citizen, determine which Canadian investments (stocks, bonds, mutual funds, ETFs, REITs, etc.) are tax-efficient (especially considering PFIC rules) for a) a post-...
- 439
1
vote
0
answers
66
views
What type of trading is taxable in a TFSA investment acount?
I always assumed that capital gains in TFSA is non-taxable until I read that people who use TFSA investment account for day trading are starting to being audited by the CRA.
So, what types of ...
- 329
1
vote
0
answers
424
views
Is it worth contributing to a Canadian TFSA from the USA?
I am a Canadian citizen studying for a PhD in the USA.
From the CRA's point of view, I'm a Canadian resident; from the IRS's point of view, I'm a non-resident alien.
My investment goal is long-term ...
- 111
1
vote
0
answers
238
views
New TD D-Series funds: are they worth considering (unknown expense ratios)?
I am currently a holder of TD's e-Series funds in my investment portfolio.
However, the other day, I came across a new series of funds offered by TD: D-Series funds.
From what I can tell, the funds ...
- 1,293