Sponsored by IAM and EuroAmerican Financial Advisors, leadings providers of financial planning and investment advice for American expats, the 2024 US Expats Financial Survey, aims to find out about the main financial questions and challenges facing US expats in 2024. It takes just a few minutes to complete. Leave your email if you’d like us to share the survey results with you, or just begin.
Should Expats Roll Over Their 401(k)s to IRAs?
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...
