As a US expat, transferring your 401(k) to a foreign pension plan can incur significant tax penalties since tax-free rollovers from US plans to non-US plans, and vice-versa, are generally not allowed under IRS regulations. However, rolling it into a US-based...

Retirement planning is essential for everyone, however Americans living abroad face unique challenges that can require different strategies. In this article, we explore how US expats can secure their financial future by focusing on the 3 pillars of retirement saving,...

If you're a US expat living abroad and wondering whether to save for retirement in a local or US pension, or if you have acquired a foreign pension plan during your time living and working abroad, there are several important factors to bear in mind. As an American...

As a US expat, retirement planning and investment decisions can be more complicated than for Americans in the States. Navigating two countries’ tax landscapes and understanding how different retirement accounts can be beneficially utilized is a central pillar of...

Living in a foreign country brings about unique challenges and opportunities when it comes to retirement planning. One such challenge faced by Americans planning on retiring abroad is navigating two different financial and tax systems. In this article, we will explore...