Moving abroad4 min read
What Happens to Your 401(k) When You Move Abroad?
Moving overseas with an old 401(k)? Learn what to check about your plan, account access, fees and tax questions before deciding what to do next.
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Clear answers for your next decision.
Six in-depth guides for people living abroad with a U.S. retirement account. Free to read, no sign-up.
Free PDF guide
Forgotten 401(k)s: A Guide for People Living Abroad
How to trace an old employer's plan, restore access from overseas and organize your questions before moving money. Includes a working checklist.
12-page PDF • Free
Rollover decision3 min read
Should You Roll Over Your 401(k) If You’re Living Overseas?
Keep your old 401(k) or consider an IRA rollover? Compare costs, services, access and cross-border questions before making a decision abroad.
Read articleRollover process4 min read
How a Direct 401(k) Rollover Works When You Live Abroad
Learn how a direct 401(k) rollover works, what paperwork to confirm and which account and tax questions to resolve before starting from overseas.
Read articleWithdrawals4 min read
Cashing Out a 401(k) While Living Abroad: Taxes and Questions to Ask
Thinking of cashing out a 401(k) overseas? Understand the difference between tax, withholding and early-distribution rules before requesting money.
Read articleAccount access4 min read
Can You Keep a 401(k) or IRA With a Foreign Address?
Living abroad with a U.S. retirement account? Learn what to ask about foreign addresses, provider restrictions, account access and proposed rollovers.
Read articleAccount review4 min read
How Expats Can Avoid Costly Mistakes With Their 401(k)
Use this practical expat 401(k) checklist to review fees, records, access and proposed changes before an old account becomes an expensive oversight.
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