Moving abroad doesn’t close your 401(k)—but it can quietly cost you.
A direct rollover is a tax-free transfer of your 401(k) to an IRA (Individual Retirement Account).
You just have to do it the right way—trustee-to-trustee, not by withdrawing and redepositing.
No 10% Early Withdrawal Hit
No Income Tax Owed Now
Without Tax Surprises
If you take possession of the funds—even for a day—you could trigger a tax nightmare. We help you avoid that.
We’re not financial advisors—and that’s a feature, not a flaw.
We don’t sell products. We don’t take custody of your funds. We don’t earn commissions on your investments.
Instead:
We get it: You’re cautious. You don’t want to end up on a spam list—or get pitched by someone who doesn’t understand cross-border life.
Here’s how our referral process works:
Click below to download the 3-Step Rollover Checklist or Get Matched with an Advisor who can help—no pressure, no pitch.
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