Description
Your U.S. Social Security is taxable only in Germany — the saving clause does not take that back. Your IRA is allocated to Germany too, but the saving clause does apply there, so the United States keeps taxing it and the relief has to be built on your U.S. return. Meanwhile your German ETFs are PFICs and your American funds are unwelcome in a German account. An hour on the treaty allocation, the two fund regimes, and the portfolio that actually works from where you live.
Audience: U.S. citizens and green card holders resident in Germany; their financial advisors on both sides
Language: English
Date: 29 Jan 2027
Time: 12:00 pm ET / 6:00 pm CET
