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@s1blue Actually the difference in tax rates doesn’t really make a difference with the FEIE. If you were using the Foreign Tax Credit, then yes, the fact that you had paid a higher rate of tax on UK income than you would have done on the same income in the US may mean that the credit would cover...

@s1blue Because I am using the Foreign Earned Income Exclusion (FEIE). So my UK income is excluded as far as the US is concerned. (I pay tax on it to the UK).

@s1blue From my current understanding, a conversion is considered an inter-pension transfer and not taxable in UK under treaty. A conversion is not subject to Roth contribution limits so my only restriction is staying in the US tax free allowance

@robert1849 From what I’ve read the tax treaty between the US and UK means that the UK would not tax me on distributions from a Roth IRA.

Hello, I’m considering starting to convert my 401(k) to Roth IRA and want to check if I’m missing anything. Current situation: Male, 40, married, no kids. I’m a UK/US dual national and my wife is US citizen on 5 year track to ILR. I spent about 16 years in US accuring almost $300,000 in a...