rblum50 Posted October 21, 2019 Share Posted October 21, 2019 I was a contacted by a CPA that has a recently deceased client with an IRA. There are several beneficiaries for this IRA and they are all foreign nationals. Can these beneficiaries set-up rollover IRA's in the US to avoid having to pay taxes? Are there any other options for these beneficiaries to keep the monies tax-sheltered? Link to comment Share on other sites More sharing options...
Peter Gulia Posted October 21, 2019 Share Posted October 21, 2019 Each beneficiary might want her lawyer's information and advice about whether a treaty might allow a desired tax treatment. https://www.irs.gov/businesses/international-businesses/united-states-income-tax-treaties-a-to-z Luke Bailey 1 Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com Link to comment Share on other sites More sharing options...
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