simon gordon
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Taking my UK private pension in the USA
Hi, Trying to clarify the situation with respect to taking my uk private pension in the usa: 1) will i be able to take the 25% lump sum tax free both in the uk and the usa 2) for the remaining 75% will it be taxed in the uk or the usa or can i choose 3) for the remaining 75% (assuming allowed by the pension company) can i take all the cash or do i have to take it incrementally and will this change how it is taxed 4) if i choose to take an annuity in the uk how will the money from that be taxed 5) any other comments wrt state tax (California) as apposed to federal tax Many thanks, Simon Gordon