Passport to Wealth™

Navigating Foreign Pensions as a US Expat

Jul 12, 2024
American expats face complex challenges with foreign pension plans, including varying tax treatments and compliance issues. The conversation dives into plans from countries like Australia, Canada, the UK, and Germany, highlighting potential benefits like tax incentives. It also emphasizes the importance of understanding US tax laws, particularly under FATCA, to avoid penalties. Listeners are encouraged to consult experts when navigating these intricate financial landscapes for a smooth retirement planning experience.
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Episode notes
1
Intro
00:00 • 2min
2
Understanding Foreign Pension Taxation and Reporting Requirements
01:43 • 3min
3
Navigating Foreign Pensions and Tax Compliance for Expats
04:30 • 2min
4
Understanding Foreign Pensions and Tax Obligations for US Expats
06:36 • 2min