A Cross-Border Finance & Tax Podcast To Filter Out The Noise

Hosted by Jane Mepham, CFP & Manasa Nadig, EA

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About

The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.

Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.

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Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!

Financial Planning, Tax, Cross-Border Reporting, Expat Life, Retirement IM Cafe Financial Planning, Tax, Cross-Border Reporting, Expat Life, Retirement IM Cafe

Ep 35: Guided By The Stars No More: A Roadmap To Retiring Abroad! Part 2

In Part 1 of this podcast, we discussed figuring out your "why", for wanting to retire abroad, the residency/visa requirements, and the practical aspects of moving overseas. 

In Part 2 of this episode, we answer specific tax and financial questions. Some examples of the questions (amongst others) that we answer here are: -

  • Do I still need to file U.S. taxes when overseas, and what does that entail? What about State taxes?

  • How do I access my retirement income from overseas? How do I get my RMDs?

  • Will my custodian allow a foreign address? How do I transfer my funds from the U.S.?

  • Should I roll over my 401k to a rollover IRA before I leave the U.S.?

  • Will I have enough SS credits to claim social security from abroad?

  • Should I buy a home overseas?

  • What about healthcare expenses? How do I deal with that?

  • Are there other countries you should consider besides the usual?

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Meet Your Hosts

Jane Mepham, CFP and
Manasa Nadig, EA

Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.

Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast. 

Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages.