Webinar

Getting your 401k/IRA out of the US

& back to Australia

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:

 

  • 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?

Register to watch the webinar recording

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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.

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Investment advisory services offered through Arete Wealth Strategists, a Minnesota Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota and in other jurisdictions where registered or exempted. Please click here for more important disclosure