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Educational guidance for Americans abroad with U.S. based accounts.
If you have one or more U.S. retirement accounts while living abroad, access and rollover rules can feel complicated. This page offers plain language education on account types, rollovers, and common expat pain points. When you are ready for personal guidance, we will connect you with a U.S. licensed advisor.
American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S. licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.
American Expat Advisors is a trading style of Drakelowe LLC. None of the information presented in this website should be considered financial, tax or legal advice.
You should consult your financial, tax or legal advisors for information concerning your own specific situation. American Expat Advisors takes your data privacy and security very seriously. We maintain a minimum amount of personal data, store data securely and share only with third parties who could be of benefit to you, in some cases they may pay us.
Questions? Email us at connect-me@americanexpatadvisors.com
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Educational session only. No tax or legal advice provided.