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 assets from abroad.
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.
Learn about 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.
American expats
US Green Card holders
Non-resident aliens