Transferring investment accounts from the US

Hello all,

I’m planning to move to Canada from the US sometime next year. One of my main concerns is what to do with my investment and retirement accounts in the US. I have seen quite a few suggestions in this forum and elsewhere, but it’d be great to hear from someone who has actually done it. Would you recommend consulting a professional? Do you have any recommendations for someone in the Bay Area? I’d really appreciate your input/suggestions.

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@rxk I dont have an answer for you but have the same question - could you please share what you ended up doing in response instead?