Are you an Australian expat living in the U.S and planning to relocate back Down Under?
Join us for an insightful webinar hosted by Ashley Murphy, CFP®, GFP Fellow, and Founder/Principal of Arete Wealth Strategists, as he shared valuable strategies on how to move your IRA or 401(k) from the United States to Australia in the most tax-efficient manner.
Some of the relevant issues addressed included;
1. Strategies for Tax Optimization: Explore proven strategies to optimize your tax situation and minimize the impact of double taxation, ensuring your hard-earned retirement savings are protected.
2. Compliance and Reporting: Learn about the critical compliance and reporting requirements for both the US and Australian tax authorities, ensuring a smooth and compliant transition of your retirement accounts.
3. Case Studies and Real-Life Examples: Benefit from real-life case studies and examples that illustrate successful strategies for moving retirement accounts across borders, providing you with practical insights and actionable steps.
4. Q&A Session: Engage in a live Q&A session with Ashley Murphy at the end of the presentation, where you can ask questions about the presentation.
Note this webinar is general in nature and not a substitute for specific or personalized advice.
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