[an error occurred while processing this directive] (none) [an error occurred while processing this directive] [an error occurred while processing this directive] [an error occurred while processing this directive]

[ Home - Directory - Who's who - Mailing Lists - About Us - Sitemap - Social Events ]
[ Alumni - Management - Feedback - With Frills - Frames ]

RE: swiss-list: Bringing in retirement fund

DISCLAIMER: Any opinion expressed by a contributor is to be considered his/her own personal opinion, not the opinion of any other swiss-list member, the swiss-list website managers or the swiss-list committee.

[an error occurred while processing this directive]

RE: swiss-list: Bringing in retirement fund

From: Michael Rys <click for textversion of email address >
Date: Fri, 17 Dec 2004 10:00:34 -0800

I do not think that the tax savings are worth CHF4000 unless you have a
very large nest egg.

Since the US does not recognize Swiss retirement accounts, you can only
use the money to fund your IRA or Roth IRA at the level you can fund it
otherwise after tax.

The main question is whether you paid taxes on the income on your
retirement account while in the US. For that I would contact a good tax
expert that has done this before (and is a bit cheaper than CHF4000).

Best regards
Michael

_______________________________________________
Swiss-list mailing list
Swiss-list_at_swiss-list.com
http://www.swiss-list.com/mailman/listinfo/swiss-list
Received on Fri Dec 17 2004 - 12:07:21 PST

[an error occurred while processing this directive]