Ep 35: Guided By The Stars No More: A Roadmap To Retiring Abroad! Part 2

In Part 1 of this podcast, we discussed figuring out your "why", for wanting to retire abroad, the residency/visa requirements, and the practical aspects of moving overseas.

In Part 2 of this episode, we answer specific tax and financial questions. Some examples of the questions (amongst others) that we answer here are:-

• Do I still need to file U.S. taxes when overseas, and what does that entail? What about State taxes?
• How do I access my retirement income from overseas? How do I get my RMDs?
• Will my custodian allow a foreign address? How do I transfer my funds from the U.S.?
• Should I roll over my 401k to a rollover IRA before I leave the U.S.?
• Will I have enough SS credits to claim social security from abroad?
• Should I buy a home overseas?
• What about healthcare expenses? How do I deal with that?
• Are there other countries you should consider besides the usual?

• Ep 33: A Roadmap To Retiring Abroad - Part 1
• Ep 23: Receiving Social Security From Overseas: Answering FAQs
• Ep 13: Mitigating Double Taxation
• Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.