I'd really appreciate recommendations for a financial services professional who is familiar with both US and UK investment/retirement regulations. Please email suggestions - and personal experience would be helpful. The person MUST fully understand 401k/IRA regulations, Social Security distributions, tax filing rules (8856 requirements) for a UK citizen married to a US citizen (with UK settled status).
Thank you in advance.
Tags for Forum Posts: 401k, IRA, Tax advisors, Taxes
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