Search found 3 matches

by Eneus
Thu Apr 20, 2017 12:59 pm
Forum: Investing - Help with Personal Investments
Topic: Non-resident alien retirement taxation
Replies: 4
Views: 548

Re: Non-resident alien retirement taxation

Your 403b plan should count as a pension or annuity for tax treaty purposes. One possible complication with a 403b is that it might be some form of 'government' pension -- paid from "public funds" or similar -- in which treaty Article 18 applies instead. Here the payments are taxable to t...
by Eneus
Wed Apr 19, 2017 3:12 pm
Forum: Investing - Help with Personal Investments
Topic: Non-resident alien retirement taxation
Replies: 4
Views: 548

Re: Non-resident alien retirement taxation

Dear TedSwippet, Thank you very much for your response. When I was reading the tax treaty, I wasn't sure if 403b would be classified as pension/annuity. Thanks for the clarification. To the best of my knowledge Ukrainian taxes are progressive in the range 15-20%, so that's much better than flat 30%....
by Eneus
Wed Apr 19, 2017 12:43 pm
Forum: Investing - Help with Personal Investments
Topic: Non-resident alien retirement taxation
Replies: 4
Views: 548

Non-resident alien retirement taxation

Dear Bogleheads, First of all, I kindly thank you for all the knowledge and wisdom that I learn from this website each time I visit. To me this forum is a treasure of experience. About myself Emergency funds: 6 months of expenses Debt: None. Tax Filing Status: Single Tax Rate: 15% Federal, 3.75% Sta...