U.S Connected Persons Abroad
Navigating financial obligations as a U.S. citizen or green card holder living abroad can be challenging due to global taxation rules and complex regulations. Here’s a comprehensive guide to understand some of the most important obligations and requirements: U.S....
Traditional IRA vs. 401(k)
Traditional IRA vs. 401(k): Exploring the Advantages of Traditional IRAs When planning for retirement, two common savings vehicles often come into consideration: the traditional Individual Retirement Account (IRA) and the 401(k) plan. Both offer distinct benefits, but...
Retirement Options for US Expats
Retirement planning is a crucial aspect of one’s financial journey, and it becomes even more complicated for US expats who are living abroad. As a US expat, you might be wondering what your options are for retirement planning and what tax implications they carry. In this comprehensive guide, we’ll explore the various retirement options available to US expats and their pros and cons.
401k Rollovers for US Expats
Are you an American living abroad with a 401k retirement plan from a previous employer? If so, you may be wondering what to do with your 401k funds now that you are living overseas. One option to consider is rolling over your 401k into an individual retirement account (IRA). In this post, we will discuss the benefits and disadvantages of rolling over your 401k into an IRA, and the steps you need to take to do so as a US expat.
US expats struggle to find providers with ‘right products’
Jake (Principal, SJB US) had another insightful conversation with Robbie Lawther at International Adviser. This time, they discuss the ‘limited and often expensive’ range of products available for US expats… And how we at SJB can help!
