ATTENTION US EXPATS WITH A U.S.-BASED RETIREMENT FUND
Get your FREE copy of our guide and see how U.S. expats like you can minimize tax and reduce foreign exchange fees – so you build wealth
faster and retire younger.
Written specifically for time-poor U.S. expats
Managing a 401(k) can be hard at the best of times. But doing it while living overseas? It can be a complete nightmare:
Confusing tax rules and exchange rates
Risk of losing thousands to estate taxes
Feeling like nobody knows how to help
How to avoid the 40% estate tax charge if you pass away – leave a legacy to your family instead of gifting your life’s savings to Uncle Sam (page 3)
A simple trick to save thousands of dollars a year on fluctuating exchange rates – if you want to invest with foreign currency and you to plan to retire outside of the U.S., this is a MUST (page 4)
A step-by-step guide that reveals exactly what to do with your retirement fund – drawdown your 401(k), leave it there, or roll it over to an IRA? Everything you need to know.
Top 3 financial challenges with managing a U.S. retirement account overseas – with simple, fast fixes to overcome them.
Critical differences between 401(k)s, IRAs, 403(b)s, and more… plus how to use this knowledge to save thousands in fees and taxes while living abroad.
Written specifically for time-poor U.S. expats
Written specifically for time-poor U.S. expats