Early retirement, move to another country and pension fund withdrawal (pillar 2 and 3)

[ChrisL]

Mandatory Expenses once FIREd

Swissinfo.ch had an overview on countries with DTA, and if tax on 2nd & 3rd pillar can be claimed back. If their information is correct (I have personally no idea), in Canada you cannot, in US you can, in Mexico you can claim it back on 2nd pillar but not from 3rd pillar. If it is covered by a DTA, it essentially allows transfer of money to the destination and pay tax there without having to pay tax in the origin country as well, respectively the ability of claiming tax back from the origin cou…

This post & related thread has some info, I do not have personal experience however. When I did in the past leave Switzerland for some time abroad I simply paid the Swiss ‘tax at source’ and that was that. It never occurred to me that it would need to be declared at the destination country as well… The sums were small back then, I guess today there would be some questions from the destination country’s tax office.