Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane
Episode 184: Expat Retirement Planning, Dual Citizenship Taxes, and the Babylist IPO
Can you keep your 401k when you move abroad? What happens to your Roth IRA if you live in France? And is a baby registry company really worth watching as an IPO?
In Episode 184 of The Liquidity Event, Shane and AJ tackle one of the most common questions they get from American expats and dual citizens: how do you build a retirement plan when you're living abroad, paying taxes in another country, and still filing as a US person? Shane breaks down how income tax treaties work, what expats need to know about 401k and Roth IRA distributions overseas, the real cost of moving money between…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.