Living Abroad with an Old U.S. 401(k)?

Understand your options, explore educational resources, and connect with an independent U.S.-licensed financial advisor who works with people living abroad.

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ABOUT US

Who We Support

U.S. Expats and Connected Individuals.

How We Connect You to Expert Guidance

We provide educational resources to help you understand common questions about U.S. retirement accounts and life abroad. When you need individualized advice, we can introduce you to an independent U.S.-licensed financial advisor. The advisor will confirm whether they can serve your circumstances and explain their services and fees.

Americans abroad
OUR SERVICES

What We Help With?

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Cross-Border Estate Considerations

Living abroad can raise questions about beneficiaries, inheritance, and how different countries treat your estate. Our educational resources help you identify topics to discuss with qualified legal and tax professionals.

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U.S. Retirement Accounts Abroad

An old 401(k), IRA, or pension can raise questions about access, fees, beneficiaries, and available options when you live overseas. Start with education, then discuss your circumstances with an independent qualified professional.

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Insurance Considerations Abroad

Moving countries can affect insurance coverage and availability. Learn which questions to ask about existing policies, overseas coverage, and local requirements before speaking with an appropriately licensed insurance professional.

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Cross-Border Tax Education

U.S. financial ties and living overseas can create overlapping tax and reporting questions. We explain common topics and help you prepare questions for qualified tax professionals. AEA does not prepare tax returns or provide tax advice.

Get Matched with a U.S.-Licensed Advisor

Ready to address your 401(k) or cross-border finances? Our 5-question form matches you with a U.S.-licensed advisor.
LATEST UPDATE

Latest Educational Updates for U.S. Expats

Americans Abroad

How the U.S. Government Shutdown Affects Americans Living Abroad-What It Means for Your Financial Life

Disclosure American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer ...

Americans Abroad

Rethink Your Retirement Abroad: How to Test a U.S. Plan For Life Outside the U.S.

A long term move abroad changes more than your view. It changes the rules that touch your money. Transfers and ...

401k

Trump 401k Executive Order: What Expats with U.S. Retirement Accounts Need to Know

The Trump administration has wasted no time shaking up retirement planning. With a swift executive order, the White House is ...

Americans Abroad

Leaving the U.S. for Europe? Don’t Leave Your 401(k) Behind

If you’re starting a new life overseas, make sure your U.S.-based financial accounts don’t get left in the past. Thinking ...

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Plan Your Expat Move with Confidence

Not sure where to start?

Our Expat Move Planning Session helps you explore key considerations for moving abroad, organize your questions, and identify which professionals you may need to speak with.

30-Minute Educational Session | $50 USD

Educational session only. 
We do not provide financial, tax, or legal advice.