GeorginaJ
American expat in Spain
Forum posts
5
About me
American
Speaks Spanish and English
Registration: 31 March 2023
Activity
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@chasleslieb I have a traditional IRA, didn’t ask her about a Roth IRA. Thanks Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@lucysurfHello! I met with a tax advisor from Balcells Group and she confirmed that the U.S. 401K and IRA balances are NOT subject to the Spanish Wealth Tax. Great news! Read More
New members of the Spain forum, introduce yourselves here - 2023 by Julien
Hi all, Newbie on the Spain forum? Don't know how to start? This thread is for you ;) We invite you to introduce yourself on this topic, to share with us your expat story if you are already living in the country, or to tell us more on your expat ...
Hola! We're moving from California to Barcelona this June to retire! Looking forward to enjoying the sun, tapas and amazing Spanish sites and culture. I have family there and looking forward to reuniting with them. Cheers! Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
My question is regarding the wealth tax in Catalonia, Spain. If you're a tax resident in Spain and have balances in a U.S. 401K and IRA but are not yet taking distributions, are the balances in those accounts still subject to the wealth tax? I ... Read More