Foreign Pensions
Treaty Elections for Foreign Pension Deferral
How treaty-based pension deferral questions arise, why the specific treaty article controls, and what to document before taking a position.
Blog
Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
272 resources found
Foreign Pensions
How treaty-based pension deferral questions arise, why the specific treaty article controls, and what to document before taking a position.
Tax Treaties
How Americans in Australia should organize treaty, superannuation, foreign-tax-credit, and foreign-account records for U.S. filing.
Tax Treaties
A U.S. filing framework for Americans in Canada reviewing treaty residence, RRSPs, TFSAs, pensions, and foreign tax credits.
Tax Treaties
A U.S. tax review framework for Americans in France covering residence, pensions, assurance-vie, foreign taxes, and information reporting.
Tax Treaties
How Americans in Germany should organize treaty residence, pension, employment income, and Foreign Tax Credit records without relying on a headline summary.
Tax Treaties
How Americans living in Mexico should organize treaty residence, wages, business income, foreign tax credits, and account reporting.
Retirement Abroad
What expats should review when contributing to, converting, withdrawing from, or taking required distributions from U.S. IRAs and retirement plans abroad.
Tax Treaties
A cautious starting point for U.S. expats in the United Kingdom reviewing treaty residence, pensions, income source, and Foreign Tax Credit records.
State Taxes
Why voting registration is one state-residency factor for Americans abroad, and how to document domicile without treating one connection as conclusive.
Consultation first · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.