Smarter You Series – How to Retire Abroad

Smarter You Series – How to Retire Abroad

by Brandon Miller on Jul 13, 2020

Retirement, Retirement Planning, Education

It may sound relaxing to retire to a vineyard in Tuscany or a bungalow in Belize, but what does it really take to live outside the U.S.? Financial planner Gene Elliott, RICP, will help you learn from our clients who have made the move. During this presentation he talks about things to consider, such as your tax situation, permanent residency status, health coverage needs, where to keep your money, and more.