krdk
14th January 2008, 02:07 PM
This is a repeat of a couple posts I've put on two expat Yahoo groups. If you are on these groups, please accept my apologies for the duplication.
Basically the gist of the discussion is that the rules in the US and
NZ don't jibe, so the tax-deferred advantages of a US IRA (Roth or
traditional) are not recognized. It's kind of complicated, but does
anyone here know more about how to handle retirement investments
without losing everything to the IRS or NZ tax authority? Can anyone
recommend someone to help with this sort of financial planning?
Thanks
Katie
Basically the gist of the discussion is that the rules in the US and
NZ don't jibe, so the tax-deferred advantages of a US IRA (Roth or
traditional) are not recognized. It's kind of complicated, but does
anyone here know more about how to handle retirement investments
without losing everything to the IRS or NZ tax authority? Can anyone
recommend someone to help with this sort of financial planning?
Thanks
Katie