Navigating 401(k) & IRA Challenges
Expert insights for non-US residents to safeguard and optimize their retirement savings. Download our free guide and learn how to effectively manage your US retirement assets from anywhere in the world. Avoid costly mistakes with tailored advice for managing your 401(k) and IRA accounts abroad.
Take the first step toward smarter wealth management download now.
What you will learn
- Navigate complex US and local tax laws for 401(k) and IRA management abroad.
- Optimize investment choices and manage currency risks.
- Explore rollover and Roth IRA conversion options for non-US residents.
- Avoid common pitfalls in cross-border financial planning and estate management.
- Ensure your retirement assets are protected and efficiently managed.
Who is this guide for?
This guide is designed for non-US residents and expats who hold 401(k) and IRA accounts and face the complexities of managing US retirement assets from abroad. Whether you’re navigating multi-jurisdictional tax laws, evaluating rollover options, or dealing with logistical challenges like account access, this guide provides expert advice tailored to your unique needs. If you want to optimize your retirement savings, avoid costly mistakes, and ensure compliance with both US and local regulations, this guide is for you.
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GSB
GSB is registered with the Dubai International Financial Centre (DIFC), licence no. CL4377 and is regulated by the Dubai Financial Services Authority (DFSA) under license no. F006321. The registered address is Office 901, Floor 9, West Wing, The Gate, DIFC, PO Box 938542, Dubai, UAE. In respect of those activities GSB Capital performs in or from the DIFC, the law applicable to these activities is that of the DIFC.
GSB Capital LTD is registered in the UK, Company No. 13501680 and is regulated by the Financial Conduct Authority (FCA) under license 971774. The registered address is 1 Cornhill, City of London, EC3V 3ND, United Kingdom.
With respect to those activities GSB performs in or from the United Kingdom, the law applicable to these activities is that of the United Kingdom.
This guide should not be construed as advice and is intended for information purposes only. Any references to a particular tax or treatment thereof are for indicative purposes only and may change. Any market analysis reflects the personal views of the authors and do not necessarily represent the views or opinions of GSB Capital LTD. All comments are made in good faith and the company does not accept any liability for them. Where mortgage rates may have been quoted, the actual rate available will depend on individual criteria and circumstances. Please request a formal illustration.