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Search: Posts Made By: R50
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Forum: USA
May 26th 2016, 2:32 pm
Replies: 53
Views: 16,297
Posted By R50

Re: Matured Endowment and Tax Return..again

Based upon my understanding advise by my CPA, endowment policy with profit is an investment for retirement(world wide). Calculated Capital gain must be reported to IRS but if your tax bracket is 15%...
Forum: USA
Nov 27th 2015, 4:34 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

I am in the similar scenario. I have UK Pensions and have chosen to defer for 5 yrs when I will be 70 Yrs. During this defer time my us SS benefits will not be subject to WEP until I claimed UK...
Forum: USA
Sep 28th 2015, 9:43 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

Nun
I am reached 65yrs age. QUalifying for UK Basic Pension and UK Company Pension.I have chosen to differ these two pension and will be applying for US SS in 2016.
If I continue to differ my UK...
Forum: USA
Mar 20th 2015, 1:39 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

I will be applying US SS while looking for deferred UK Basic State Pension and Sec 32 Pension. Will US SS accept statement for both pensions and WEPed accordingly immediately or wail until I claimed...
Forum: USA
Mar 15th 2015, 10:24 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

Based upon above continued discussion, I will be 66 yrs next year at full retirement age. My wife also have UK State Pension and will be 62 in 2018. If she claimed her US SS will her UK State Pension...
Forum: USA
Mar 14th 2015, 3:08 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

I am not trying to avoid WEPed for State Basic Pension. I do not have 30 yrs of US SS earning contributions. It is just make use of the available fund before I reached to Full Retirement Age. I do...
Forum: USA
Mar 14th 2015, 3:03 pm
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

Thanks to all for comments and Quick reply.
My Company Pension transfer in the early 1990 to a Ins company as Sec 32 policy. In that small portion of company and personal contribution. Major part...
Forum: USA
Mar 13th 2015, 12:04 am
Replies: 1,834
Views: 535,486
Posted By R50

Re: UK state pension and USA social security

I am at the age to retire here in US. Unemployed since few yrs. I have UK company Pension Sec 32 and recent changed in UK law motivating me to cash out my pension for living expenses before I apply...
Forum: USA
Oct 20th 2014, 12:02 pm
Replies: 53
Views: 16,297
Posted By R50

Re: Matured Endowment and Tax Return..again

Thanks for your reply.
I do not know how to submit credit to IRS for UK tax charged since Insurance company will not issue 1099 or other form of doc to claim tax credit.
Forum: USA
Oct 19th 2014, 4:58 pm
Replies: 53
Views: 16,297
Posted By R50

Re: Matured Endowment and Tax Return..again

Nun
I have been reading your wonderful comment in connection with the above subject. Recently I have come across this article in PDF and it appears that if we have liability for US tax it will be...
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