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.
Learning Objectives:
*Participants who join the live session for a minimum of 50 minutes are eligible for 1 CFP credit.
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.
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