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Move Abroad for Your Retirement?

One great advantage to being American is that English is nowadays the lingua franca pretty much anywhere you go, and with 18.2% of Americans speaking Spanish as well, there are very few places Americans can’t go without being confident of their ability to communicate – although this is not to say that there is not rich reward to be enjoyed in learning to speak the native language of your expat retirement destination.

However, moving abroad is not a decision that is to be taken lightly. Not only should you thoroughly research your destination of choice, the type of visa you will require, the healthcare on offer and the expat community that exists there, you will also need to look into the full spectrum of expat wealth management considerations such as the pension and retirement planning vehicles, double taxation treaties with the United States and more. You will also have to consider reporting regulations in relation to your income – simply moving away from the US is not enough to negate your tax liability in the country.

Wealth Management for US Citizens Abroad and Expats in the US

All US citizens and residents, including NRA expats abroad, need to understand both their tax obligations in their country of residence and their country of domicile.

Blacktower (US) LLC provides clear and effective wealth management advice and services in this regard. For more information about us and how we may be able to help you effectively manage your wealth and retirement planning in the US contact us today..

This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.

Other News

What’s More Important, Your Pension Plans or Your Next New Car?

Planning and taxation of pensions can seem like a minefield even for those in the relatively straightforward position of working, residing and planning their pensions in the UK. But pension planning for US non-residents is an activity worth putting some considerable time and effort into.

With this in mind it is disturbing to read news of a recent Legal & General report which claims that those over 55 take more time choosing a new car than they do when planning their pension, and this despite the fact that more than half of this demographic claim they view financial security as their number one priority.

Furthermore, 20 percent lack even the basic confidence that their pension will last them the course of their retirement, which of course makes it hard to understand how more than half of retirement savers spend less than a week deciding how they will invest and draw their pension income.

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Active or Passive Investment? Which is Best for Your Retirement?

It’s funny to think that our investing decisions might be coloured by the way society views certain words – i.e. ‘active’ is good, ‘passive’ is bad.

But when it comes to retirement investing, the decision just isn’t that binary. And attempting to make a decision between passive investing versus active investing is likely to be a false dichotomy as elements of both should be utilised together to form a part of a successful retirement strategy.

Here we take a look at these retirement investment approaches and how they might form part of your retirement investment planning.

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