Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Caution: Implementing Roth Strategies Abroad


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This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsBy Walkner Condon Financial Advisors for U.S. Expats