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Old 03-29-2007, 12:16 PM
My English Castle My English Castle is offline
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Default sources for intl retirement info?

Althoughwe have years to go, my British husband and I are looking for info
on international retirement options. He's lived and worked in the US and the UK, and I've just worked here, though I lived there awhile.

When we retire, I think we'd like to move back to the UK, and everyone tells us to consult our financial advisor for information on how that will affect taxes, Social Security, health care, etc. But I can't find any financial advisors around here who know anything about it and the government sites are really hard to udnerstand. Anybody out there have advice?
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Old 03-29-2007, 02:34 PM
sweeps sweeps is offline
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AARP's web site answers some of your questions. See frequently asked questions along the left side.

Also the IRS has some relevant information.
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Old 04-11-2007, 02:53 AM
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Global | Telegraph

I don't know what treaty exemptions would apply to your situation (if any), however, you need to consult an attorney as well as an ex-pat financial advisor. If you obtained individual status before marriage you would have other options to stay outside the US if, God forbid, something happened to your spouse. So PLEASE check your options as an individual before you make any permanent moves outside the US. Consider extended stays outside the US and feel out the treaty climate before leaving.

Trust me...you have no idea what a grand country the USA is until you leave it, and the freedom you have as an individual. That is why so many of us fought to become citizens.
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Old 04-11-2007, 06:20 AM
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I don't know what specific info they have posted on any of their websites BUT I do believe these folks could point you to a planner who is wise to the questions you are asking.

International Living - live, retire, travel, relocate, or buy real estate overseas

and check out the forum area:
International Living :: Index
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Old 04-11-2007, 09:05 AM
SavedintheCity SavedintheCity is offline
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Try Linkedin

It is a professional networking site that allows you to search out professionals in a specific area that you need assistance in. You can also see who in which field has been recommended by their peers so as to have some sort of evaluation of what level of service you may expect.

You certainly need to speak with a tax, immigration, and investment professional. A single attorney, CPA, or CFA will probably not be enough. Unfortunately, the area in which you live (midwest) does not provide many specialists in this topic (other than Chicago), so you may have quite a trip ahead of you just to get some good advice.

Good luck.
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