Navigate the complexities and know your options
Download the 401(k) and IRA Guide
for Non-US Residents
Managing US retirement assets from outside the US is difficult - with potential taxation, compliance and distribution pitfalls. This guide is designed to help non-US residents navigate the complexities that come with managing their retirement savings from afar.
What's inside:
Find out the common challenges that arise when managing a 401(k) and IRA from overseas.
Explore various alternatives for overseas management of US retirement assets.
Understand the advantages and benefits of working with a cross-border advisor.
Get clarity on local tax considerations for maintaining or taking distributions from a 401(k) and IRA.
Discover how others in similar cross-border situations have streamlined their complex problems.
Who is this for:
This guide was created to help non-US residents navigate the complexities of managing their US retirement assets from abroad.
Americans living overseas
US Green card holders living overseas
Foreign nationals with 401(k)s and IRAs
Navigate the complexities and know your options
Download our 401(k) Guide for Non-US Residents
Managing a 401(k) plan from outside the US is difficult - with potential taxation, compliance and distribution pitfalls that could be costly. This guide is designed to help non-US residents navigate the complexities that come with managing their retirement savings from afar.
What's inside:
Identify the challenges that arise when managing your 401(k) from overseas so you can avoid penalties.
Uncover the strategies available to non-US residents for optimising the growth of their US retirement assets.
Understand the advantages and benefits of working with a third-party cross-border US pension specialist.
Learn about tailored solutions that cross-border specialists provide to address the needs of non-US residents.
Who is this for:
This guide was created by our international 401(k) specialists to guide non-US residents as they navigate the complexities of managing their 401(k) from afar.
Americans living overseas
US Green card holders living overseas
Foreign nationals with 401(k) in the US