Often cross border professionals accumulate pensions and retirement assets in multiple countries.
If you are a foreign national who has worked in the U.S. and have a 401k, we can help you.
How we help
If you’ve left the United States and no longer have a U.S. address it becomes very difficult. Many U.S. IRA providers don’t want to open accounts for anyone without a U.S. address – that’s where we can help you.
401k and IRA Rollovers
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if you now reside outside of the USA.
We have a solution for you, as you may want to consider other options, such as rolling it into an IRA.
Non U.S. Residents Investment services
Whether you’ve been offshore for a day or a decade, we can help with free, unbiased information that allows you to make informed financial decisions.
If you have built up a UK pension and are now living in the US you may benefit from transferring your pension into a QROPS, which represents a way for non-UK residents to move their UK pension pots overseas. QROPS can be used by US residents to gain access to their UK pension funds.
It’s time to take control of your 401k
Contact us to learn how to take control of your 401k as a U.S. connected person living abroad.
What we offer
We offer a solution to improve your future returns and flexibility.
We offer cross border expertise access to a cost-effective, relatively robust turn-key solution to help you rollover your 401k to an IRA.
Many cross border professionals working in the U.S. have a 401k, when they leave to return home they forget to roll it into an IRA. That could be a big mistake!
Most cross border professionals think the only options available to them are to let the 401k sit unattended until it’s time to evaluate their retirement options.
Our process will help you determine if the IRA platform is the right option for you.
We will be glad to talk to you about your options.