Guest pepe100 Posted July 23, 2005 Posted July 23, 2005 Could someone please assist me with the following question? I am looking for information on things to watch out for if I were to transfer my retirement plan from overseas to Amercia (from Australia). I assume the taxation of incoming overseas retirement plans is the main concern. Are there any PDF files that I can read about this? regards
david rigby Posted July 23, 2005 Posted July 23, 2005 There have been a few similar discussions here, although usually related to UK or Canada or France. You might use the Search (upper right of the page) feature to look. Try the key word "treaty". This IRS page shows some tax treaties: http://www.irs.gov/businesses/corporations...d=96739,00.html I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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