Recent content by J59

A few years ago i put a lot of effort into finding a good 401K plan not tied to a single custodian. Went with Sunwest Trust (Albuquerque). They use a prototype plan by Ascensus. Has every feature you could ask for including, including Roth conversions. The cost was just a few hundred dollars...

Dividends issued by NYSE listed Canadian companies held within IRA accounts, have a 15% withholding tax applied by IB - at least on the IRA accounts that have authorization for Canadian trading; other US Brokers such as TD Ameritrade do not apply the tax. The Revenue Canada website seems to...