Foreign Private Social Security Pensions: Small Percentage, Outsized Impact
This session will review what is meant by a foreign private Social Security pension and how the United States treats these from a tax perspective, using the Mexican private pension system as a basis for the review.
Learning Objectives:
- Gain an appreciation for who can be exposed to these types of pension plans
- Learn about 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 individuals with foreign private pensions
Thank you for attending!
