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Search: Posts Made By: reltub
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Forum: USA
Sep 6th 2021, 12:55 am
Replies: 25
Views: 2,207
Posted By reltub

Re: Women and Pensions plus government gateway

On the subject of state pensions for widows can someone confirm that my American spouse will not be entitled to any part of my UK state pension if I die first? I am asking in the context of deciding...
Forum: USA
Mar 18th 2021, 7:34 pm
Replies: 70
Views: 12,290
Posted By reltub

Re: WEP question for Social Security

Just so I am clear, are company pension schemes (Defined Benefit / Final Salary) and Private Pensions considered for WEP, or just the UK State pension. i,e. if I defer my UK state pension until I am...
Forum: USA
Mar 1st 2021, 2:59 pm
Replies: 47
Views: 12,425
Posted By reltub

Re: UK Final salary pension transfer

Otto, is there a way to identify UK FCA registered advisers, with DB permissions and also an SEC license? Information on that seems scarce.
Forum: USA
Feb 11th 2021, 6:13 pm
Replies: 47
Views: 12,425
Posted By reltub

Re: UK Final salary pension transfer

What is the tax position here in the US for a transfer of a defined contribution scheme into a SIPP (and left in the UK) ? I see that both California1967 and Mid Atlantic have undertaken this so...
Forum: USA
Jan 18th 2021, 3:14 am
Replies: 4
Views: 1,538
Posted By reltub

Refund on US Tax paid on tax free uk pension lump sum?

I realize that there has been a lot on this topic already, but I didn't see anything about this specific question.

Back in 2018 I took the 25% of my private pension as a tax free lump sum in the...
Forum: USA
Mar 29th 2019, 9:19 pm
Replies: 29
Views: 3,462
Posted By reltub

Re: US Tax Question

Cook County - sorry i overlooked this yesterday but thanks for the inout on this. Apparently Mr Trump's simplify thetax return so its the size of a postcard isn't quite ready for primetime yet:-).
Forum: USA
Mar 28th 2019, 10:06 pm
Replies: 29
Views: 3,462
Posted By reltub

Re: US Tax Question

Yes - US resident throughout 2018
Forum: USA
Mar 28th 2019, 9:11 pm
Replies: 29
Views: 3,462
Posted By reltub

Re: US Tax Question

As an associated question, I made a withdrawal from my private UK Pension in 2018 and moved that to the US. I am over 55 and wanted to hedge against a rapid decline in the pound to dollar exchange...
Forum: USA
Nov 19th 2018, 10:31 pm
Replies: 12
Views: 1,559
Posted By reltub

Re: Benefits of becoming a US citizen

Thanks for the input and link to the other doc - not sure why it didn't come up when I searched.

Rete - I do watch Fox,...and CNN and MSNBC, and read the Guardian, the Huff Post, the Daily Beast,...
Forum: USA
Nov 19th 2018, 5:56 pm
Replies: 12
Views: 1,559
Posted By reltub

Benefits of becoming a US citizen

I am interested to learn the perceived pros and cons of converting from being a permanent resident to becoming a US citizen.

I have lived in the US for over 20 years, am married to an American,...
Forum: USA
Apr 3rd 2018, 4:01 pm
Replies: 2
Views: 668
Posted By reltub

Re: Combining UK Pension Plans

Many thanks for the prompt response, and it aligns with my simple understanding of how I think that things work - hopefully the IRS agrees :-)
Forum: USA
Apr 2nd 2018, 5:36 pm
Replies: 2
Views: 668
Posted By reltub

Combining UK Pension Plans

Hi all, I have 3 separate private pension plans in the UK which I am thinking of combining. All are reported on my FBAR, but I wanted to ask if there is any kind of taxable event here in the US if I...
Forum: USA
Jun 5th 2017, 5:40 pm
Replies: 3
Views: 549
Posted By reltub

Re: Completing Form 8938

Many thanks for the quick responses. Very much appreciated.
Forum: USA
Jun 5th 2017, 4:40 pm
Replies: 3
Views: 549
Posted By reltub

Completing Form 8938

I am hoping I can get some guidance on completing this form :-

a) Is a private pension in the UK reported as a "Foreign Deposit and Custodial Account "( Section V) or " Other Foreign Acct" (...
Forum: USA
May 13th 2017, 6:29 pm
Replies: 44
Views: 8,342
Posted By reltub

Re: WEP and the SSA

I don't think I can apply for class 2 as I haven't paid for almost 17 years. Either way, as there is no impact on WEP it seems to be a great deal as I calculate it. Even allowing for the fact that...
Forum: USA
May 13th 2017, 1:08 pm
Replies: 44
Views: 8,342
Posted By reltub

Re: WEP and the SSA

I have the option to pay additional class 3 NICs in the UK to increase my UK pension. I have only 25 years of NI and so the payments would make economic sense to top me up to say 35 years EXCEPT...
Forum: USA
Mar 14th 2017, 2:16 pm
Replies: 21
Views: 1,985
Posted By reltub

Re: UK Pension incl Lump Sum

Thanks for the quick reply and i understand the first part of the answer if I take it as lump sum all in one go.

I am surprised though by the ability to receive the 25% tax free in the US if I...
Forum: USA
Mar 14th 2017, 1:19 pm
Replies: 21
Views: 1,985
Posted By reltub

Re: UK Pension incl Lump Sum

Can I check if the UK lump sum ( assuming it is over the 25% tax free proportion) is taxed by the UK first and then you effectively deduct that from the tax due in the US, or if you file the Non...
Forum: USA
Aug 30th 2016, 8:23 pm
Replies: 29
Views: 11,664
Posted By reltub

Re: US Tax on SIPP / JISA / UK Limited Company

Nun - is there a minimum number of years that the payments need to be distributed over in order to maintain the 25% tax free element in the eyes of the IRS ?
Forum: USA
Aug 30th 2016, 7:41 pm
Replies: 29
Views: 11,664
Posted By reltub

Re: US Tax on SIPP / JISA / UK Limited Company

Thanks for the quick response Cook County and Nun,

I should have clarified that I am think of either taking 25% now as a lump sum and leaving the rest in a UK investment vehicle, or taking a 100%...
Forum: USA
Aug 30th 2016, 5:29 pm
Replies: 29
Views: 11,664
Posted By reltub

Re: US Tax on SIPP / JISA / UK Limited Company

I have a few associated questions - if, as a US resident and UK citizen, I take a capital distribution from a personal UK Pension Plan
i) is the first 25% taxable in the UK,
ii) is anything...
Forum: USA
Feb 26th 2016, 2:29 pm
Replies: 1,789
Views: 490,381
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: 1,789
Views: 490,381
Posted By reltub

Forum: USA
Feb 26th 2016, 3:35 am
Replies: 1,789
Views: 490,381
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: 1,789
Views: 490,381
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 ?
Showing results 1 to 25 of 27
 


 
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