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Search: Posts Made By: wcoastwalk22
Showing results 1 to 25 of 28
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Forum: USA
Oct 18th 2025, 2:10 pm
Replies: 15
Views: 3,857
Posted By wcoastwalk22

Re: Are UK sipp pensions really exempt from PFIC reporting

If the amount in SIPP exceeds threholds for FBAR, and Form 8938 (FATCA) at any time of the year, it must be reported as such when filing tax return.
Forum: USA
Oct 18th 2025, 7:26 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

I recognize this is a potentially important issue. However, it's off topic of my post and should be discussed separately. i would suggest the author start a new thread so other people can ask...
Forum: USA
Oct 16th 2025, 6:54 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Not able to invest in USA stocks is indeed a missed opportunity. It seems not a simple case. I'll give you a reply in private message to my best knowledge this evening.
Forum: USA
Oct 13th 2025, 2:39 pm
Replies: 54
Views: 7,923
Posted By wcoastwalk22

Re: Relocating to US from UK

The salary for TX seems reasonable, which make it feasible to choose rent or buying. For the other 3 locations, under 200k is not enough for a generally acceptable living of family of 3 though. As I...
Forum: USA
Oct 12th 2025, 6:15 pm
Replies: 54
Views: 7,923
Posted By wcoastwalk22

Re: Relocating to US from UK

I live in socal and have children working in CA tech companies. If location for Washington is around Seattle, the salary would not support a family's reasonably comfortable life. A fresh new grad...
Forum: USA
Oct 6th 2025, 2:47 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Part 6 - Final thoughts

To give some details for the questions in Part 5, would I still do it if I had known how terrible the transfer process is like this? Is this long journey worth the effort...
Forum: USA
Oct 4th 2025, 5:00 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Good points! well written for all options especially for expats in USA. Also totally agree it's long, difficult and not straightforward to do the transfer process, which for lots of people is just...
Forum: USA
Oct 3rd 2025, 2:37 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

As an individual receiving pension I only care how much I get and how to get it work for me. So far transferring to SIPP is the clearly much better choice.

I do want to point out something here...
Forum: USA
Oct 3rd 2025, 5:00 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Happy to see that my pot has built up the cushion for a 30%+ Nasdaq drop since it was invested in SIPP, don't know when drop to happen though.

In advising clients, perhaps to warn Nasdaq could...
Forum: USA
Oct 2nd 2025, 3:21 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Withdrawal of my UK private pension and transfer to SIPP - a long but worthwhile journey (5 - Complete the process and fund in final SIPP)

Continue Part 4 of twists/delay with silver lining

In...
Forum: USA
Oct 2nd 2025, 2:28 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Frankly, 40X+ multiples are a red herring in today’s environment. In reality with prevailing 3% or less inflation the chance to have such high multiples is close to zero as pensions are tied up to...
Forum: USA
Oct 1st 2025, 1:30 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension.

Good point, will make a note. Thanks.
Forum: USA
Oct 1st 2025, 1:24 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Thanks for letting me know gilt rate determines, now I understand the increase rates specified by the pension. This is certainly an ever changing pension situation as I mentioned in first part, and a...
Forum: USA
Oct 1st 2025, 7:49 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

I haven't received payment from the SIPP. Earlier this month I have confirmed with UK HMRC that they have my Form 8802 and it would be processed in a few weeks. Once this is approved I will deal with...
Forum: USA
Oct 1st 2025, 7:10 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Sure I agree whether to cash out or take normal regular payments depends on individual situation. I don’t know how much transfer value of my company DB pension varied over the years but the scheme...
Forum: USA
Sep 30th 2025, 2:40 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Withdrawal of my UK private pension and transfer to SIPP - a long but worthwhile journey (4 - frustration with a silver lining)

Continue part 3 of some progress after APTA.

Simply put it, lots...
Forum: USA
Sep 28th 2025, 6:59 am
Replies: 4
Views: 1,238
Posted By wcoastwalk22

Re: US CPA Recommendations

I think that you can report the income in the "Other incomes" in Form 1040.
Forum: USA
Sep 25th 2025, 5:27 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

Withdrawal of my UK private pension and transfer to SIPP - a long but worthwhile journey (3)

Continue part 2 where I summarized due diligence report.

Before detailing further progresses/delays,...
Forum: USA
Sep 24th 2025, 2:37 am
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Re: Withdrawal of UK private pension

This makes sense, thanks.
Forum: USA
Sep 22nd 2025, 1:59 pm
Replies: 21
Views: 4,587
Posted By wcoastwalk22

Re: Immigration / Usa living

There is no option of a permanent resident visa unless you can invest a couple of million dollars in certain schemes (usually in areas lack employment or poor) to get EB5 resident status.
Forum: USA
Sep 22nd 2025, 1:55 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Withdrawal of UK private pension - long but worthy journey (1)

Withdrawal of my UK private pension and transfer to SIPP - a long but worthwhile journey (2. a necessary evil - due diligence report)

Continue the post yesterday, this part is about due diligence...
Forum: USA
Sep 21st 2025, 3:11 pm
Replies: 36
Views: 6,358
Posted By wcoastwalk22

Withdrawal of UK private pension

Withdrawal of my UK private pension and transfer to SIPP - a long but worthwhile journey (1. Beginning)


I used to work in UK and had a defined benefit company pension that I could start drawing...
Forum: USA
Sep 21st 2025, 2:12 pm
Replies: 5
Views: 5,317
Posted By wcoastwalk22

Re: Confused by SI 2002 8802 Process

I suggest to filed Form 8802 asap to establish your USA residency status. Here is my experiences so far.

I filed Form 8802 USA residency cert with IRS back in May 2025 with help of my financial...
Forum: Moving back or to the UK
Dec 22nd 2024, 3:00 pm
Replies: 9
Views: 1,739
Posted By wcoastwalk22

Re: WEP gone away???

Wonderful and fantastic news.
Forum: Moving back or to the UK
Dec 21st 2024, 5:15 pm
Replies: 9
Views: 1,739
Posted By wcoastwalk22

Re: WEP gone away???

"December 21, 2024, Senate passes Social Security bill to repeal WEP and GPO, heads to the president for his signature after a late night Senate vote."Does this mean that UK expats with both UK...
Showing results 1 to 25 of 28
 
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