Retirement & Social Security
For people with a 401(k) or IRA, retirees with Japanese or U.S. pensions, and expats paying U.S. Social Security tax. Topics include what to do with a 401(k) when you move back to Japan, the U.S.-Japan Social Security agreement, the repeal of the Windfall Elimination Provision, Japanese pensions on a U.S. return, Form 8833 treaty disclosure, and backdoor Roth and spousal IRAs. Start with 401(k) choices when repatriating to Japan, FICA exemption under the U.S.-Japan agreement, and the WEP repeal and Japanese pensions.
