Expat Forum For People Moving Overseas And Living Abroad banner
ira
1-16 of 16 Results
  1. France Expat Forum for Expats Living in France
    Data points: 55-60yo US citizens couple planning to retire in France, end of this year - early next, with my spouse already having French citizenship (but having departed the country over 20 yrs ago, so not much soc sec contributions since then), and my French citizenship "in flight" (paperwork...
  2. France Expat Forum for Expats Living in France
    Hi everyone! So I am in the US currently but trying to plan our retirement in France. Well it will be shared between the US and France so trying to understand what makes the most sense investment wise and tax wise. Here are my questions: - I understand IRAs/401k are not taxed by France but by...
  3. France Expat Forum for Expats Living in France
    I have a question regarding French taxation of US fund distributions. Let's say I have 3 US accounts: 1. Savings 2. Roth IRA 3. Traditional IRA I understand what the US taxation treatment is on these (ie. I pay tax only on the Traditional IRA), but what are the French taxation rules when I...
  4. USA Expat Forum for Expats Living in the USA
    Hi all, Looking for some advice. Many years ago I within my traditional IRA, I bought into a private REIT offering, that subsequently went public. It immediately went underwater, but had good dividends so I kept it. It changed names three times and I changed brokers a couple of times. There's...
  5. Italy Expat Forum for Expats Living in Italy
    Hi There, Any US expats out there who could share their experience with me about how their commercialista is taxing them on interest income, dividends, and capital gains? I have had two so far, and they have both done my taxes differently. One treated it all as normal income and taxed it at my...
  6. France Expat Forum for Expats Living in France
    I will be moving to France in about six months. I am retired and beginning to draw money from a US IRA account. Is it possible for me to transfer the entire amount of the IRA to a French financial institution without incurring a 'tax event'? Or is it preferable (or even required by tax law)...
  7. Britain Expat Forum for Expats Living in the UK
    As a full-time Lecturer at a UK university, I occasionally attend academic conferences in the US. While at the conferences, I continue to earn my UK salary. Is this US earned income? Can I use it to buy an IRA? Need I deduct it from my Foreign Earned Income Exclusion? Can I exclude it from...
  8. Expat Tax
    I could use some advice about IRA withdrawals. I used to live in the States. I’m not an American citizen, but I’m still a “US person” for US tax purposes. Because I’m now thinking of remaining outside the US for good, I may officially expatriate from the US in the next year or two. (I’m...
  9. Spain Expat Forum for Expats Living in Spain
    We are considering taking residency in Spain but cannot find a conclusive answer to how IRA withdrawals would be taxed. One accountant said as pension income, a second said as deferred income (not taxable in Spain because not earned in Spain when a resident) and the 3rd person said, 'taxable as...
  10. Britain Expat Forum for Expats Living in the UK
    I'm starting a RTW trip soon, and I want to do as follows: Fly into London for about 2 weeks Leave, and go to the Republic of Ireland for 3 months Leave, and go to Northern Ireland for a bit before heading off to the rest of Europe. 1) Are there any problems I would face with visas? 2) Can I...
  11. Expat Tax
    Hi. I migrated to Australia from the US. I still received income from my US employer working for them remotely for about 3 months after my arrival. During that time my payroll in the US continued, including 401 contributions, pre-tax health insurance deductions and US tax withholdings. 1...
  12. France Expat Forum for Expats Living in France
    Hello Everyone - Are US citizens allowed to invest in the US financial market (stocks, mutual funds, bonds, etc.) if they are living in France? I moved to France in January and I tried this week to make a contribution to my Individual Retirement Account (IRA) at my US bank like I do every...
  13. Britain Expat Forum for Expats Living in the UK
    I am a US expat living abroad for ten years. Recently an IRA account (a 10 year CD) I had set up with in the US came up for renewal. As the rate my bank offered on a new CD was lousy, my plan was to move it out of my bank, and start a new IRA account at an internet bank (like ING) that offered a...
  14. Mexico Expat Forum for Expats Living in Mexico
    Seemingly simple question but I can't find an 'straight' answer. Does anyone know or know where I can find out: Can I use my self-directed US IRA to buy Mexican beach property through my setting up a Mexican Corp? I think this is the only way.... Thanks, Greg
  15. USA Expat Forum for Expats Living in the USA
    I am a Canadian living in the US. I am about to move back to Canada. While living in the US, I have contributed to a 401K (which I have since rolled into an IRA). In the last two years, while living here, I also married another Canadian. I never bothered to change my documentation from my...
  16. Britain Expat Forum for Expats Living in the UK
    Will I have to pay UK Tax on ROTH IRA Withdrawals if I continue to be resident and domiciled in the UK during my retirement? If "yes" then would I get a UK Tax Credit for the USA taxes I paid at the time (many years earlier) that I converted my IRA funds to my ROTH funds? If "yes" then should...
1-16 of 16 Results
Top