Thanks for your messages. Unfortunately becoming a US citizen does not seem an option if you are not a green card holder and living in the US for several years. Hence my looking for alternative ways to reduce the tax burden. I admit the proposed strategy is a bit convoluted but I don't see anything on paper that would make it not work from a tax perspective. The only issue may be converting to an annuity if one does not live in the US.
Statistics: Posted by choubi_epsylon — Thu May 30, 2024 2:30 am — Replies 4 — Views 2077