Expat Chat Podcast · Atlas Wealth Management
Expat Chat Episode 169 - Taxation of US Retirement Accounts
·18 min·1 clip
On a $100,000 IRA withdrawal, the ATO would tax the $30,000 of investment earnings at your Australian marginal rate.
As heard by us
This piece gives a clear, useful run through the tax rules that matter most for expats.
This piece gives a clear, useful run through the tax rules that matter most for expats. James and Martin Jack keep the focus tight: pre-tax 401(k)s, Roth accounts, withdrawal timing, and the shift in treatment once a U.S. taxpayer has moved back to Australia.
Why you'd press play
Your U.S. retirement account gets complicated the moment you cross a border.
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