Do you have a 401(k) or IRA in the US?

Access expert cross-border financial guidance designed specifically for those who no longer reside in the US but hold US assets.

Do you have a 401(k) or IRA in the US?

Access expert cross-border financial guidance designed specifically for those who no longer reside in the US but hold US assets.

Download Your Complimentary

401(k) Guide Here

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If you’ve left behind 401(k) plans or IRAs in the US, you’ve likely realized that obtaining ongoing advice on these assets as a non-resident can be quite challenging. Many institutions and advisors simply refuse to work with non-residents, leaving you with limited options—and possibly a narrow window to take action before facing penalties.

In most cases, if your current US-based firm learns that you’ve moved abroad, they may give you just 60 days to transfer your investments to a new provider. If you fail to do so, they may close your account" and "10% early access penalty as well as further tax penalties.

What potential benefits can you gain?

Better suited platform
Work with a cross-border qualified adviser
Lower fees with a more tailored service
Roll your plans into 1 plan

Working towards a stronger financial future.

Building a stronger financial future as an expat involves managing your 401(k) and IRA plans effectively. With expert guidance, you can navigate the challenges of cross-border financial regulations, avoid unnecessary penalties, and ensure your retirement accounts are properly structured for long-term security. Take control of your financial future, no matter where you live.

Wealth Management

We provide a range of wealth management services. Whether it’s optimizing your 401(k) and IRA, navigating cross-border regulations, or securing your financial future, we’re here to help you achieve success.

Asset Management

All the options we recommend undergo a comprehensive screening process, ensuring they are of the highest quality, with a strong performance history and minimal fees, tailored specifically for expats navigating cross-border financial needs.

Cross-border Financial Advice

We provide expert cross-border tax consultation for expatriates and international investors. Our fee-based reporting service will highlight any tax planning gaps, which we can help address with tailored solutions.

Planning is about bringing your financial future into the present

Planning is about making proactive decisions today to secure your financial future. For expats, this means strategically managing your 401(k), IRA, and tax situations to ensure that you're positioned for long-term success, regardless of where you live.

By addressing potential challenges like cross-border tax laws and account management, you can make informed choices that help you avoid penalties, optimize your assets, and achieve your financial goals. Planning today sets the foundation for a secure tomorrow.

Let's Connect

Setup a Complimentary Consultation

The process begins with a consultation call, where one of our US investment specialists will discuss your unique situation as an expat, including your reasons for considering a rollover and your long-term financial goals. This initial conversation helps us understand your needs and set the stage for the next steps.

Next, we gather all the relevant information to assess your financial situation and identify your available options. This step ensures we have all the necessary details to guide you effectively through the rollover process.

After collecting the required information, we conduct a thorough analysis of your existing retirement assets, reviewing their performance, costs, and tax implications. We then provide you with a detailed report and suitability assessment to determine if a rollover is the best solution for your circumstances as an expat.