About ONgaku

Status:

Expatriate  

Gender:

Male

Currently Lives:

Kippax, Leeds, United Kingdom

Citizen Of:

United States

Dual Citizen Of:

Ireland

Some Forum Posts:

United Kingdom: Managing 401K and getting advice in the UK:

I've been living in England for the last 15 years but have 401k's in the US. The funds are with Waddell and Reed, who did provide me with a 'financial advisor' until such time as they found out I don't have a permanent address in the US. Apparently there's some SEC rule that they can't talk to me except to execute trades beacause of this--no advice is allowed at all. I'm loath to play the market on my own but realize that as I get older a different mix of funds would be appropriate, and I'm going to start making withdrawls. Also I don't want to do anything stupid regarding moving things around given the draconian penalties that might be levied. I'm looking for advice on what to do--are any UK brokers savvy with US 401's and helping US expats make sensible decisions? Has anyone on the list here run into this problem and what did you do about it?

United Kingdom: US Refunds:

I am interested in knowing whether the following US 'income' are considered taxable by UK authorities: -- US child credit - the $900 stimulus from 2008 - a refund of AMT given the repeal of the stock option AMT fiasco

Date Joined:

2/3/2009

Total Posts:

4

Posts/Day:

0.00