Financial Planning for Retiring Overseas
If you love to travel, living abroad is enticing on many levels. While living outside the United States can be a vibrant cultural experience, retirement abroad requires some planning. We help clients make smart financial decisions and avoid surprises.
Every situation is unique.
It can be overwhelming to narrow down the best country for you.
You must consider your preferences for safety, predictability, property ownership, access to quality medical care and language fluency.
Planning for foreign taxation on income and investments requires a thoughtful approach. Fortunately, there are many tax treaties in place that prevent double taxation if navigated intelligently. It is also important to avoid country-specific investment restrictions.
How Timberchase Can Help You Plan to Retire Overseas
Certain countries welcome foreign residents if you can show that you have income that will allow you to support yourself and the local economy.
Other countries have incentives for investing in property or businesses.
Timberchase Financial is experienced in helping clients plan for an overseas retirement.
We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. We enjoy the process of weighing the pros and cons, including living abroad full-time or splitting your time between the U.S. and another country, and we’d love to have a conversation with you. If you would like to talk with us about how our CERTIFIED FINANCIAL PLANNER™ professionals may be able to help with your financial plan, please contact us.