Getting your 401k / IRA to Australia

Webinar where Ashley Murphy conducts a detailed review of the process you might follow if you're considering getting your US retirement accounts back to Australia.

In our presentation we looked at:

-What your options are for getting your funds out of your US retirement account

-How your options vary depending on your immigration status (i.e. US Citizen, PR, or temporary visa holder)

-What the tax treaty says about such transfer and what the appropriate withholding amount is

-When do you resume Australian tax residency?

-How to work with your custodian on the appropriate withholding

-How to convert your funds most efficiently back to AUD

-What to do with your money once back in Australia

-Is now a good time to move these funds?

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Ready to work with us? Get started today: https://www.arete-wa.com/get-started

Check out our case studies:

American business owner living in Australia: https://www.arete-wa.com/case-study/1

High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2

American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3

About Arete Wealth Strategists:

Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way.

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Relevant Hashtags:

#gettingyour401k/iratoaustralia #gettingyour401k/iratoaustraliaand #401ktoaustralia #401ktoaustraliaand #iratoaustralia #iratoaustraliaand

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Areté Wealth Strategists Australia

@aretewealthstrategistsAU