for AMERICANS IN EUROPE WITH $500K+
4 key questions for Americans
to ask before retiring in europe
4 key questions for Americans
to ask before retiring in europe
Inside this free guide, discover the planning steps for coordinating retirement income, tax, and US assets with life in Europe.
Inside this free guide, discover the planning steps for coordinating retirement income, tax, and US assets with life in Europe.
Click below for instant access to
The American's Essential Guide to Europe
What's Inside The Guide:
Authored By Calvin Thomas
Cross-Border Planning Lead
Series 65 qualified, Calvin has over 20 years of international wealth management experience advising US-connected clients and families on cross-border planning.
Written for Americans coordinating US assets with life in Europe - the issues that matter most, brought into one place so you can see the full picture before you make irreversible decisions. Inside, you'll learn...
Why your U.S. retirement accounts don't survive the move intact - what really happens to your 401(k), IRA, and Roth once you're living in Europe, and the one pre-move window most Americans miss.
The PFIC trap that catches almost every American - why the "sensible" funds your European bank recommends can quietly damage your US tax position. The most common mistake expats make, and the most avoidable.
What you still owe the IRS from 3,000 miles away - the reporting rules that kick in the moment you hold money abroad, and why day one is when it matters.
Keeping your estate intact across two legal systems - why your US will may not hold up in Europe, and the gap that catches non-US spouses off guard.
Social Security: when to take it, how much you keep - the timing decision that changes everything, and the provision most people never see coming.
Which European country actually fits your retirement - Where retirees are welcomed, and where they quietly aren't.
Your pre-move checklist - the decisions that are simple before you're tax resident, and painful after.
Plus the treaty and timing details that separate a smooth move from a costly surprise.
Click below for instant access to
The American's Essential Guide to Europe
Click below for instant access to
The American's Essential Guide to Europe
Cross-border planning for Americans living in Europe.
Disclosure: Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or education and does imply any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and "Paratus" are unaffiliated. For disclosure information about Beacon Global Advisor Network, LLC click here. Paratus is a marketing name and is not licensed or registered to conduct advisory business.
Some of the content of this communication was provided by third parties of Paratus USA. We have not verified the information contained herein, but we believe the content is reliable. None of this content should be construed as legal, accounting or tax advice. Many legal issues, accounting or tax regulations are complex and often have highly-individualized requirements, you should seek the advice of a competent professional if you have specific questions.
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Cross-border planning for Americans living in Europe.
Disclosures: Advisory services in the United States are offered and provided through Beacon Global Advisor Network, LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or education and does imply any regulatory authority has passed upon the firm or its advisors. Beacon Global Advisor Network, LLC and "Paratus" are unaffiliated. For disclosure information about Beacon Global Advisor Network, LLC click here. Paratus is a marketing name and is not licensed or registered to conduct advisory business.
The free guide provided is an educational planning tool designed to help organize information and prepare for a planning conversation. It does not provide investment, tax, or legal advice. Users should coordinate with qualified tax and legal professionals in their jurisdiction.