Arete Wealth Strategists Australia invites you to watch our on-demand where we conduct 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 shall look at:
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What your options are for getting your funds out of your US retirement account
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How your options vary depending on your immigration status (i.e. US Citizen, PR, or temporary visa holder)
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What the tax treaty says about such transfer and what the appropriate withholding amount is
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When do you resume Australian tax residency?
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How to work with your custodian on the appropriate withholding
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How to convert your funds most efficiently back to AUD
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What to do with your money once back in Australia
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Is now a good time to move these funds?
Register to watch the webinar recording
Host: Ashley S. Murphy
Tri-citizen of the US, Australia and the UK & Principal of Areté Wealth Strategists Australia, Financial Planning firm based in the US, whose expat clients constitute 90% of its portfolio.