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Discussion about current events, culture, independent candidates, business, education, travel, death and taxes, global mobility, citizenship and residence by investment options, Americans abroad, FATCA, CRS, U.S. citizenship renunciation, Green Card abandonment, citizenship taxation, PFIC, GILTI, foreign trusts, I-407 and more ...
Discussion about current events, culture, independent candidates, business, education, travel, death and taxes, global mobility, citizenship and residence by investment options, Americans abroad, FATCA, CRS, U.S. citizenship renunciation, Green Card abandonment, citizenship taxation, PFIC, GILTI, foreign trusts, I-407 and more ...
Episodes

Monday Mar 02, 2026
Monday Mar 02, 2026
March 2, 2026 - Participants include:
Virginia La Torre Jeker - @VLJeker
John Richardson - @ExpatriationLaw
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Introduction and purpose ...
Entitlement to U.S. Social Security (including spousal and survivor benefits) after expatriation has always been difficult. During the months of January and February 2026 U.S. tax lawyer Virginia La Torre Jeker did a "deep dive" into how expatriation impacts entitlement to Social Security benefits and the way they are taxed.
In today's podcast we summarized and consolidated the information in her three articles.
1. Understanding SSA Country List 1
https://us-tax.org/2026/01/22/receiving-u-s-social-security-abroad-understand-ssa-country-list-1/
2. Understanding SSA Country List 2
3. Understanding SSA Country List 4
https://us-tax.org/2026/02/26/collecting-social-security-abroad-understanding-ssa-country-list-4/
AI generated description ...
"This episode explains how Social Security entitlement after renouncing U.S. citizenship or surrendering a green card depends on your citizenship and which Social Security country list your new country falls under, not where you live.
It covers the three country lists, the 40-credit rule, treaty and totalization differences, the risk of 30% withholding for nonresident aliens, and why you must check your credits and citizenship status before expatriating."

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