Topic library
foreign pension
13 resources covering foreign pension for Americans living or filing abroad.
Health Insurance and Medicare Questions for U.S. Retirees Abroad
A tax-focused checklist for American retirees abroad reviewing Medicare, foreign health coverage, pension income, and records for the U.S. return.
When a Foreign Pension Raises Form 3520 Questions
Why a foreign pension may require a foreign-trust review, what documents to collect, and how Form 3520 differs from Form 3520-A and Form 8938.
Foreign Pension Lump-Sum Distributions: U.S. Tax Review
A checklist for Americans abroad receiving a foreign pension lump sum, including treaty, basis, currency, Form 3520, and Foreign Tax Credit questions.
German Riester and Rürup Pensions: U.S. Tax Questions
How U.S. persons should organize German Riester and Rürup plan documents for a U.S. tax, treaty, reporting, and foreign-pension review.
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.
U.S.–Australia Tax Treaty Questions for Americans Abroad
How Americans in Australia should organize treaty, superannuation, foreign-tax-credit, and foreign-account records for U.S. filing.
U.S.–France Tax Treaty Questions for Americans Abroad
A U.S. tax review framework for Americans in France covering residence, pensions, assurance-vie, foreign taxes, and information reporting.
U.S.–Germany Tax Treaty Questions for Americans Abroad
How Americans in Germany should organize treaty residence, pension, employment income, and Foreign Tax Credit records without relying on a headline summary.
U.S.–U.K. Tax Treaty Questions for Americans Abroad
A cautious starting point for U.S. expats in the United Kingdom reviewing treaty residence, pensions, income source, and Foreign Tax Credit records.
Australian Superannuation for US Taxpayers: Is It a Trust, Social Security, or Both?
Australian superannuation requires a plan-specific U.S. tax review. Learn which legal, treaty, trust, pension, and underlying-investment facts drive the analysis without assuming automatic forms.
Canadian RRSPs and TFSAs for US Taxpayers: Treaty Protection and Traps
Canadian RRSPs and TFSAs require different U.S. tax analyses. Learn how the treaty and IRS retirement-plan exception can protect qualifying RRSP/RRIF treatment, while TFSA classification depends on the account and holdings.
PFIC Questions Inside a Foreign Pension: Start With the Wrapper
Foreign pensions that hold pooled investments can create PFIC and trust-classification questions for U.S. taxpayers. Learn what to verify for UK SIPPs, Australian superannuation, Canadian RRSPs, and other retirement wrappers.
UK SIPPs for US Taxpayers: Trust Reporting, Treaty Benefits, and PFIC Risks
UK Self-Invested Personal Pensions can create U.S. treaty, trust, retirement, and PFIC questions. Learn what to document and how to review a SIPP without assuming that one filing position applies to every plan.