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

To Rollover or Not To Rollover: An Expat Wrinkle


Listen Later

In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.

...more
View all episodesView all episodes
Download on the App Store

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