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Old 23.01.2020, 17:26
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Seeking expertise on US/CH pensions

Does anyone know of a firm who would be able to advise equally well on US social security and Swiss AHV (pension), i.e. thoroughly knowledgable in both?

Note: I do not need help with taxes.

Thank you in advance.
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Old 23.01.2020, 18:37
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Re: Seeking expertise on US/CH pensions

This link is to a brochure called "Information about the social security agreement between Switzerland and the United States of America" (English):

https://www.bsv.admin.ch/bsv/en/home...abkommen0.html
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Old 23.01.2020, 19:32
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Re: Seeking expertise on US/CH pensions

Thank you, that's a good start.

I guess I am looking for a financial advisor to whom I could put forth various sums and who could then advise me wrt to AVH as a Swiss abroad.
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Old 24.01.2020, 18:36
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Re: Seeking expertise on US/CH pensions

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Thank you, that's a good start.

I guess I am looking for a financial advisor to whom I could put forth various sums and who could then advise me wrt to AVH as a Swiss abroad.
I cannot advise you except peripherally on AVS except to say that non-EU residents living abroad can pay in voluntarily (before the 2000s the EU restoration did not exist and it's not retroactive) and it is most economic to do that for the low-paid. But whatever you want to know about SS I can probably tell you. DM me. No charge, I write on this stuff for publication, I don't take clients.

That said, the WEP and Gov't Pension Offset (applies to survivors of federal retirees) are complicated and only a SS office has the software: their Web site only approximates the reduction.
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