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IRA Beneficiary is a foreign national


rblum50

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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?

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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

 

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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