US Expat Foreign Pension Tax Treaty Solver
Underwrite bilateral tax treaties protecting foreign statutory retirement accounts from punitive US Section 402(b) grantor trust taxation, ensuring compliant IRS reporting.
Foreign Pension Value & Growth
IRS Form 8938 & Tax Treaty Protection
IRS Form 8938 (FATCA) Filing Requirement
⚠️ Mandatory Filing Required (Balance > $200k)
Annual Growth Shielded from Immediate US Tax
$28,000 / yr Tax-Deferred via Treaty
FinCEN Form 114 (FBAR) Obligation
Mandatory Reporting (> $10,000 Aggregate)