Exploration of US Tax Consequences of Foreign Private Pensions

CIGA member Raoul Rodriguez will review what is meant by a foreign private pension and how the U.S. treats these from a U.S. tax perspective, using the Mexican private pension system as a basis for the review.

  1. Definitions
  2. History and countries
  3. Typical client profiles
  4. Mexico’s private pension system
  5. Possible US tax consequences
  6. Planning opportunities

Webinar attendees and member access.


Learning Objectives:

  • Gain an appreciation for who can be exposed to these types of pension plans.
  • Gain an appreciation of the significant tax complexities that exist for U.S. taxpayers who participate in foreign private pensions.
  • Understand some of the possible options that may result in better outcomes for US persons with foreign private pensions.
  • Eligible for 1 US CE CFP Credit* 

*Participants who join the live session for a minimum of 50 minutes are eligible for 1 CFP credit.


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