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Forum: USA

Feb 8th 2017, 4:23 am

Replies: 15

Reporting Lump Sum Payment on US tax return

Views: 4,045

Posted By Brizzleboy

Re: Reporting Lump Sum Payment on US tax return

Yep I get that, my only fear is that the fund value might not be there 3 years when I need it, my value has fallen already and frankly don't trust the pension company, I have had 3 valuations in a...

Forum: USA

Feb 7th 2017, 2:01 pm

Replies: 15

Reporting Lump Sum Payment on US tax return

Views: 4,045

Posted By Brizzleboy

Re: Reporting Lump Sum Payment on US tax return

Thanks got that loud and clear, so whats the best way to consolidate several deferred pensions and get them money over here as cheaply as possible?

Forum: USA

Feb 7th 2017, 7:37 am

Replies: 15

Reporting Lump Sum Payment on US tax return

Views: 4,045

Posted By Brizzleboy

Re: Reporting Lump Sum Payment on US tax return

Hello, Just signed up as this thread is interesting, I am investigating transferring my defined company pension and AVI into a Qrop, what's the feeling about this? getting the 25 or 30% tax free lump...

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