Should Canadians Returning Home from the US, consider the Roth Conversion

Snowbirds who have utilized IRAs during their time in the States are in for a hefty tax surprise once they move back to Canada as more than one piper demands to be paid– a lot! And while paying taxes may be an inevitability in life, there’s one strategy that can minimize the government’s cut: converting to a Roth IRA. On this episode of the Snowbirds US Expats Radio podcast, Gerry talks with Craig Wear, CFP®, published author, and Roth conversion expert, about the most common mistakes IRA millionaires make when creating a tax strategy for their nest egg. Watch to learn why you should convert your Roth and when to start the process.

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between Canada and the US! We’re here to help you have a plan before you
land with travel and tax tips from our founder, Gerry Scott. Ready for your
next adventure? Visit our website: https://snowbirdsusdaytracker.com/