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.
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 US pension specialist.
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 in the US