Topic library
foreign pension
13 resources covering foreign pension for Americans living or filing abroad.
Blog
3 août 2026Health 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.
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3 août 2026When 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.
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3 août 2026Foreign 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.
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3 août 2026German 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.
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3 août 2026Treaty 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.
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3 août 2026U.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.
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3 août 2026U.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.
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3 août 2026U.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.
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3 août 2026U.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.
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30 juillet 2026Australian 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.
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30 juillet 2026Canadian 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.
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30 juillet 2026PFIC 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.
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30 juillet 2026UK 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.