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.
- Definitions
- History and countries
- Typical client profiles
- Mexico’s private pension system
- Possible US tax consequences
- Planning opportunities
ABOUT THIS WEBINAR
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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