Overseas Assignments
While living far away from home.
Don’t let living overseas keep you from maximizing your financial plan and ensure your family is protected.
- Could local laws alter your investment plan?
- Will your move change your financial position?
- Will living abroad allow you to effectively plan for your child’s college education?
When you reside outside the U.S. on your international assignment you will experience that many of the rules you are accustomed to will change.
- You will not be able to find a local carrier for life insurance and will need to return to the U.S. for medical and policy documentation.
- You may be excluded from Social Security in the U.S. and end up missing valuable years of contributions.
- You may be eligible for a pension in your new “host” country and need to make investment decisions.
