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Retirement Issues & Links

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Retirement planning while living abroad is never easy but it's very important! Here are some links to get you started. And please remember some of the information below is country specific.

Start Here!
US Tax Guide for Americans Retiring Abroad PDF: 10 things every retiree needs to know about Social Security, investments, insurance and cost-saving deductions, credits and exclusions

Basic Definitions and Instruments about Retirement Savings
The Uncovered Truths about IRA Accounts for Americans in Switzerland PDF

Advantages of IRA vs. State Tax Living Overseas
Why State Taxes Make Roth Conversion a Huge Opportunity for Americans Abroad PDF

IRA Rules for American Expatriates
IRA Contributions for American Expats Explained (scroll down past links at top)

Individual Retirement Accounts (IRA) and US Deferred Compensation Programs in Transatlantic Cases - The German Perspective PDF

UK Pension Issues for U.S. Tax Persons
UK pension scheme auto-enrolment issues for US clients

Helpful article on UK/US taxation of pensions
QROPS USA Pension Transfer Information for Expats

Can a foreign spouse receive suvivor social security?
Rules for Foreign Spouses Receiving US Social Security Survivor Benefits

Retiring Abroad: Pitfalls of Paradise

 

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