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Retirement Abroad

Home » Tax Samaritan Blog » Retirement Abroad

Tax Advantages of Life Insurance Retirement Plan (LIRP)
Expat Wealth Management | Retirement Abroad

3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

ByXandra Bacuetes May 27, 2025July 29, 2025

When you think about retirement planning, life insurance probably isn’t the first thing that comes to mind. But if you’re looking for more tax-efficient…

Read More 3 Tax Advantages of Life Insurance Retirement Plan (LIRP)Continue

Solo 401(k) Plan for Self-Employed Expats
Expat Business Taxes | Retirement Abroad

Solo 401(k) Retirement Plan for Self-Employed Expats

ByRandall Brody May 4, 2025July 29, 2025

Many Americans living and working abroad don’t realize they can still use U.S. retirement plans to save for the future. If you’re self-employed and…

Read More Solo 401(k) Retirement Plan for Self-Employed ExpatsContinue

SIMPLE IRA Retirement Plan for Small Business Owners Abroad
Expat Business Taxes | Retirement Abroad

SIMPLE IRA Retirement Plan for Small Business Owners Abroad

ByRandall Brody May 2, 2025July 29, 2025

If you’re a self-employed expat or running a small business abroad, planning for retirement doesn’t have to be complicated or expensive. One of the…

Read More SIMPLE IRA Retirement Plan for Small Business Owners AbroadContinue

Cash Balance Pension Plans for Expats
Retirement Abroad

How To Maximize Tax Savings with the Cash Balance Pension Plans

ByRandall Brody April 4, 2025July 29, 2025

When it comes to retirement planning, most people think about traditional pension plans, IRAs, or 401(k)s. But there’s another option that can help you…

Read More How To Maximize Tax Savings with the Cash Balance Pension PlansContinue

Retirement Abroad and US Expat Taxes
Expat Taxes | FATCA for Expats | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties | Retirement Abroad

Retirement Abroad and US Expat Taxes: What You Need to Know

ByRandall Brody February 6, 2025July 29, 2025

Retiring abroad opens the door to new experiences, cultures, and opportunities.  But while you may leave U.S. soil behind, your obligations to the IRS…

Read More Retirement Abroad and US Expat Taxes: What You Need to KnowContinue

does pension affect social security
Retirement Abroad

Will Receiving a Pension Reduce My Social Security Benefits?

ByRandall Brody November 6, 2024July 29, 2025

If you’re approaching retirement, you might wonder how your pension and Social Security benefits will work together. You may have heard that your Social…

Read More Will Receiving a Pension Reduce My Social Security Benefits?Continue

Foreign Pension
Expat Taxes | FBAR For Expats | Retirement Abroad

Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To Know

ByRandall Brody October 11, 2024July 29, 2025

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

Read More Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To KnowContinue

non-US spouse social security benefits
Expat Taxes | Retirement Abroad

Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know

ByXandra Bacuetes October 4, 2024July 29, 2025

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my…

Read More Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to KnowContinue

Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 
Expat Taxes | Expat Wealth Management | Retirement Abroad

Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 

ByRandall Brody February 2, 2024July 29, 2025

Here’s one of the most frequently asked questions I receive about 401(K) withdrawal. ”I recently lost my job, and unfortunately, I don’t have an…

Read More Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early Continue

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  • About Us
    • About Tax Samaritan
    • Tax Samaritan Team
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    • Our Clients
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      • Making A Difference
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  • Get Started
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      • Streamlined Filing Procedure
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      • Should I Hire A Tax Professional
      • Individual
      • Small Business
      • Passport Revocation
      • Foreign Gift Tax
      • 7 IRS Secrets
      • Dreaded IRS Letter
      • 4 Tax Company Rip Offs to Avoid
      • 10 Costly Misconceptions
    • Country Expat Tax Guides
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      • Costa Rica
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