New Zealand New Zealand +64 9373 2949 Australia Australia +61 2 9211 7130

401K and IRA

We are able to assist with the withdrawal of US-based pensions and retirement funds. Many individuals, both US and Non-US citizens frequently experience difficulties when the time comes to withdraw from a US-based retirement fund.

This can be a complex, and time-consuming process. In addition, there can sometimes be unexpected (and unwanted) tax implications.

This is an area where we have a wealth of experience and can assist with ensuring that the tax liability resulting from any retirement fund withdrawal is minimised.

This can vary from obtaining a refund of withholding tax, to making certain that any withdrawal is properly reported on a US tax return if necessary, and removing any risk of non-compliance from the equation.

If you have any queries, concerns or need further information please feel free to contact us, we are here to help.

Contact us today

Leave us a message and one of our team will be in touch shortly!

Word of mouth
Billboard/Outdoor Advertising
TV Advertising
Google Search

Who needs a to file a US tax return?

  • National Association of Tax Professionals logo
  • IRS Enriched Agent Logo
  • National Association of Enrolled Agents logo
  • Xero Certified Advisor logo