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.
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.