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How it works

Education first. An introduction only if you want one.

  1. 1

    Learn about your options

    Read the guides and use the checklist. They are free to read and you do not need to share an email address.

  2. 2

    Share your situation if you would like help

    Use the short introduction form. We ask for your country of residence and main question, plus optional context. Please do not send account numbers, statements or identity documents.

  3. 3

    Explore whether an independent advisor can assist

    If a suitable independent advisor may be able to help, we can make an introduction. You decide whether to speak with them and whether to proceed.

What we do

  • Publish educational guides about U.S. retirement accounts for people living abroad.
  • Introduce you to independent financial advisors where an introduction may be appropriate.

What we do not do

  • Manage investments or hold client money.
  • Execute rollovers or withdrawals.
  • Provide personalized investment, tax or legal advice.
  • Guarantee account eligibility, tax outcomes or investment results.

Availability depends on your residence, circumstances and each advisor's permitted scope, so we cannot promise a match or a specific response time. My401k.International may receive compensation in some arrangements; see our disclosures.

Ready to share your situation?

It takes a few minutes, and there is no obligation to proceed.

Request an Introduction