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Forum: USA

Feb 26th 2016, 2:29 pm

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

Thanks Robin1234 - can I as how your wife's lump sum was ( will be ?) taxed in the US ... I assume that it is classed as income ?

The challenge seems to be that there is no clarity on the exact...

Forum: USA

Feb 26th 2016, 12:51 pm

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

Many thanks for the input.

Forum: USA

Feb 26th 2016, 3:35 am

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

Thanks for your insight Nun.

Will this still calculation still apply if I withdraw my entire UL personal pension now, pay the relevant UK and US taxes on it, but don't retire and claim SS for...

Forum: USA

Feb 25th 2016, 7:52 pm

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

My initial question is does anyone know of a professional adviser who will have a handle on this ?

Forum: USA

Feb 25th 2016, 6:49 pm

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

Sorry - I phrased my question badly. My question is whether withdrawals from a UK private pension plan in the near term would cause WEP to come into effect and reduce my US Social security in thh...

Forum: USA

Feb 25th 2016, 5:43 pm

Replies: 1,834

UK state pension and USA social security

Views: 536,171

Posted By reltub

Re: UK state pension and USA social security

Does anyone have a recommendation of a tax accountant in the US who understands the US ( and UK) issues around Social Security in term of WEP and also the implications of UK Pension Pension plan...

Showing results 1 to 6 of 6