Home » Blog » Podcasts » What to Do With Your US Retirement Accounts

Leaving the US? What to Do With Your US Retirement Accounts

Oct 2, 2025 | Podcasts

Leaving the US and moving abroad? One of the biggest financial questions expats face is: what happens to my US retirement accounts — like 401(k)s and IRAs — once I live overseas?

In this week’s video, Jake Barber (Principal/Independent Financial Adviser with the SJB team) explains:

  • The options for US retirement accounts when you move abroad
  • Tax implications for 401(k)s and IRAs overseas

Understanding the rules is essential to protect your retirement and avoid costly mistakes when living outside the US.

For more support from SJB, head to:
UK Pensions Guide download – https://sjb-global.com/free-guides/
UK Pensions Quiz – https://sjb-global-uk-pension-transfe…

Call-to-Action Box

Schedule an Obligation-free Call With an Adviser

Book a Consultation

By scheduling an appointment with an adviser they will reach out to you at your requested time. Personal advice, whenever it suits you.

This communication is for informational purposes only based on our understanding of current legislation and practices which are subject to change and are 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.

 

Contact Us