What happens to your money when you move to Europe from the US?
July 9 @ 3:45 pm – 4:45 pm BST
You’ve worked out the property costs, done the sums on the exchange rate and got a rough idea of what you’re planning to spend. What fewer people think about until they’re much further along is what happens to the money they’re not spending – their 401(k), IRA, Social Security, investments and existing assets – once they live somewhere else.
In this free, 60-minute webinar, an independent financial adviser will walk you through the key financial considerations for anyone planning to relocate to Europe, whatever country you’re moving to.
You’ll come away knowing:
- How tax residency works in your new country and what changes the moment you arrive
- What happens to your US retirement accounts when you move abroad and what your options are
- How Social Security is taxed when you’re living as a resident in another country
- How savings and investments may need to be restructured to avoid unnecessary tax exposure
- Why holding assets in multiple countries creates complexity and how to manage it
- What estate planning looks like when you’re living under a different legal system
- How currency exposure affects your long-term finances, not just your property purchase
- The professionals you need and when to involve them before the move
There’ll also be time for your own questions.
