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Search: Posts Made By: Blue_Ribbon
Showing results 1 to 25 of 28
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Forum: Moving back or to the UK
Jan 1st 2026, 4:31 am
Replies: 6
Views: 1,056
Posted By Blue_Ribbon

Re: How to link a Wise account to a Vanguard Roth

Thanks for the additional information. I've already paid IRS tax on all the contributions (401a, 403b) and I had understood that withdrawing contributions did not incur further tax.
I was also...
Forum: Moving back or to the UK
Dec 31st 2025, 11:15 pm
Replies: 6
Views: 1,056
Posted By Blue_Ribbon

Re: How to link a Wise account to a Vanguard Roth

Thank you, this is very helpful.
Forum: USA
Apr 12th 2025, 10:05 pm
Replies: 13
Views: 1,632
Posted By Blue_Ribbon

Re: Roth 401b withdrawal in UK

thank you, that's very helpful as are all the comments in this forum about filing for SS benefits
Forum: USA
Apr 8th 2025, 1:25 pm
Replies: 13
Views: 1,632
Posted By Blue_Ribbon

Re: Roth 401b withdrawal in UK

a question for ckusa,
I'm following much the same plan as you are, returning to UK, planning to file IRS tax return for 2025 and rescind green card end 2025.
Do I need to file a UK tax return for...
Forum: USA
Mar 30th 2025, 5:09 am
Replies: 141
Views: 61,206
Posted By Blue_Ribbon

Re: Social Security in the current climate

Thank you. I'll be in the UK on 24 April, but judging by comments in this forum may be best to file online ?
Going to US Embassy in London isn't a problem for me if required to do so.
I'm just...
Forum: USA
Mar 29th 2025, 1:03 pm
Replies: 141
Views: 61,206
Posted By Blue_Ribbon

Re: Social Security in the current climate

I intend to apply for SS benefits from the UK via the US Embassy on my retirement date of 24 August 2025. Can anyone advise in the current climate if I'm better to start the application now in the US...
Forum: USA
Feb 1st 2025, 6:43 am
Replies: 13
Views: 1,632
Posted By Blue_Ribbon

Re: Roth 401b withdrawal in UK

This is very helpful, thank you, I have a Wise account. One final question, did your wife rescind her green card before making the withdrawal from the Roth? I'm just wondering if it makes any...
Forum: USA
Feb 1st 2025, 2:02 am
Replies: 13
Views: 1,632
Posted By Blue_Ribbon

Re: Roth 401b withdrawal in UK

This is super helpful because I also want to move Roth funds to help purchase a home. Do you mind me asking a bit more about how your wife withdrew the Roth funds to the UK; in a series of stages...
Forum: USA
Feb 1st 2025, 1:15 am
Replies: 13
Views: 1,632
Posted By Blue_Ribbon

Roth 401b withdrawal in UK

I am retiring from the US and moving back to the UK permanently in August. 2025. I am moving my 401b pension into a Roth, on the advice of a US tax attorney, who indicated once it's taxed in the USA...
Forum: Moving back or to the UK
Feb 3rd 2024, 3:39 am
Replies: 52
Views: 24,807
Posted By Blue_Ribbon

Re: Retiring in the UK - US/UK Tax Treaty questions

Thank you for the additional information and links, this is all very helpful information
Forum: Moving back or to the UK
Feb 2nd 2024, 2:32 am
Replies: 52
Views: 24,807
Posted By Blue_Ribbon

Re: Retiring in the UK - US/UK Tax Treaty questions

Thank you dunroving (members/dunroving-2771/) this super helpful and confirms my thinking about taking the SS sooner rather than later (my UK retirement age is 67). And thanks for tip about using the...
Forum: Moving back or to the UK
Feb 1st 2024, 8:46 am
Replies: 52
Views: 24,807
Posted By Blue_Ribbon

Re: Retiring in the UK - US/UK Tax Treaty questions

Thank you, this is super complicated. I much appreciate your knowledge. To my earlier question, do you know of anyone with this kind of knowledge, a CFA with international experience?
Forum: Moving back or to the UK
Feb 1st 2024, 7:23 am
Replies: 52
Views: 24,807
Posted By Blue_Ribbon

Re: Retiring in the UK - US/UK Tax Treaty questions

Thanks durham_lad (https://britishexpats.com/forum/members/durham_lad-213252/), I don't have a spouse alive so there is no point in delaying claiming on my US SS, other than to get the 8% increase /...
Forum: Moving back or to the UK
Feb 1st 2024, 6:42 am
Replies: 52
Views: 24,807
Posted By Blue_Ribbon

Re: Retiring in the UK - US/UK Tax Treaty questions

The advice on this site is amazing, but it's too complex for me to get a hold on. I appreciate this is not a "recommendation" site but has anyone here found a trustworthy CFA to help navigate this...
Forum: USA
Mar 22nd 2023, 11:43 am
Replies: 2
Views: 1,095
Posted By Blue_Ribbon

Re: shipping belongings back to UK from USA

Thank you Pulaski, this is super helpful information, Jenny
Forum: USA
Mar 22nd 2023, 4:56 am
Replies: 2
Views: 1,095
Posted By Blue_Ribbon

shipping belongings back to UK from USA

does anybody have any ideas about custom clearance/duties/taxes on apartment contents being shipped back to UK? thank you Jenny
Forum: Moving back or to the UK
May 11th 2022, 9:50 pm
Replies: 7
Views: 1,757
Posted By Blue_Ribbon

Re: Shipping East Coast USA to UK April 2022

Thank you so much, He did reply and I've just spoken with him, much appreciate your help
Forum: Moving back or to the UK
May 10th 2022, 6:52 pm
Replies: 7
Views: 1,757
Posted By Blue_Ribbon

Re: Shipping East Coast USA to UK April 2022

thanks, that's helpful
Forum: Moving back or to the UK
May 10th 2022, 6:51 pm
Replies: 7
Views: 1,757
Posted By Blue_Ribbon

Re: Shipping East Coast USA to UK April 2022

thanks, he hasn't replied unfortunately
Forum: Moving back or to the UK
May 4th 2022, 1:04 pm
Replies: 7
Views: 1,757
Posted By Blue_Ribbon

Re: Shipping East Coast USA to UK April 2022

Can you recommend a Virginia or East Coast international shipping company to UK ?
Forum: USA
Jul 4th 2019, 8:13 am
Replies: 1,869
Views: 615,917
Posted By Blue_Ribbon

Re: UK state pension and USA social security

That is very helpful thank you. I have a full UK state pension having worked here all my life until 2015
Forum: USA
Jul 3rd 2019, 8:23 pm
Replies: 1,869
Views: 615,917
Posted By Blue_Ribbon

Re: UK state pension and USA social security

Does anyone know if you can take both a UK state pension and USA social security, and - if you choose to retire in the UK - can you still receive a USA SS pension in the UK - or hold it in a US bank...
Forum: USA
Sep 24th 2015, 12:45 pm
Replies: 76
Views: 32,359
Posted By Blue_Ribbon

Re: International Auto Source

HI Lanyu;11756829

I purchased the VW Golf (perhaps not the best decision given the recent press but I didn't buy diesel) and paid half in full, and took out a loan for the remainder which I will...
Forum: USA
Sep 6th 2015, 2:21 am
Replies: 76
Views: 32,359
Posted By Blue_Ribbon

Re: International Auto Source

That is good advice, thank you.
Forum: USA
Sep 6th 2015, 12:36 am
Replies: 76
Views: 32,359
Posted By Blue_Ribbon

Re: International Auto Source

Thank you Pulaski and petitefrancaise for your advice. I don't think leasing is for me so, as you suggest, will ask VW about a car loan on Monday when they re-open.
Showing results 1 to 25 of 28
 
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