RetireJapan

I have investments with BMO (Bank of Montreal) in Canada and want to move them over to Japan. They include Stocks, ETFs, and securities, and a few bonds. I can transfer six of my stocks to Japan but all of the others cannot be transferred (they don't exist with Japanese brokerages or are not recogni...

I am a Canadian citizen and hold investments in Canada in US and CDN (stocks, ETFs, bonds) with a large firm in Toronto.. I am going to close the account and transfer my money to Japan, where I have been residing for 30 years. The firm does not have a branch in Japan. I was advised to seek the help ...

Thanks. I am checking with my workplace to see if they have some provision for doing an automatic iDeco setup as described in the Retire Japan Guide to iDeco. If they are not connected, I am going to set up my own account, and am thinking about just depositing cash into it. Are you suggesting that I...

No, and I am afraid I have not looked into it.

I'd like to ask for some advice on my NISA portfolio building. Late in the game at age 55 and planning on retiring at 60. I am just getting started on building my NISA now that the paperwork for setting things up is complete. My thinking is to spread things over a number of investments and looking a...

I would like to know how to go about preparing a power of attorney document that will allow me access to my husband's finances - bank account, investments, etc. and for him to have authority over and be able to manage mine. I see there is a power of attorney form on the mofa website, but I am not ce...