“Roth contributory IRA” sounds like a specialist product. It is not. It is the standard Roth IRA that millions of Americans hold, wearing its full legal name. The word “contributory” is there for the provider’s records, not because you...
Sometimes yes. Often no. In two of these three countries, transfers are rare, because the practical routes are poor. And there is one fact worth knowing before you read on: if you are below the minimum age set by UK pension rules, a transfer to Australia is generally...
There is a moment that catches almost everyone leaving the UK off guard. The boxes are packed, the flights are booked, and then somewhere between cancelling the broadband and forwarding the post, a thought lands: hang on, what happens to my ISA? It is a good question....
Short answer: yes, you can. Longer answer: yes, but not in the way you might expect, and definitely not by carrying on as if you never left. If you have recently moved abroad, or you are planning to, you may have already had an unpleasant surprise. Perhaps your US...
If you've started Googling how to move your UK pension abroad, you've probably already noticed that the internet can't seem to make up its mind. Half the results tell you it's completely straightforward: pick a QROPS, sign a few forms, and off you go. The other half...
You’ve spent decades building it. Now you’re leaving the country. Mark, 58, just accepted early retirement. He and his wife are moving to the south of Spain. His 401(k) sits at $480,000. His first question isn’t about property or visas. It’s:...
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