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Retirement Abroad

Home » Tax Samaritan Blog » Retirement Abroad

  • SIMPLE IRA Retirement Plan for Small Business Owners Abroad
    Business Taxes for Expats | Expat Self-Employment Taxes | Retirement Abroad

    SIMPLE IRA Plan for Small Business & Self-Employed Expats

    ByRandall Brody May 5, 2026May 11, 2026

    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 Plan for Small Business & Self-Employed ExpatsContinue

  • Can Social Security Benefits Be Garnished - Expats
    Retirement Abroad

    Can Social Security Benefits Be Garnished for Back Taxes?

    ByRandall Brody March 10, 2026April 27, 2026

    It’s common knowledge that the IRS can take your salary if you owe back taxes. But what if you rely only on your Social…

    Read More Can Social Security Benefits Be Garnished for Back Taxes?Continue

  • Small Business Retirement Plan Options - Expats
    Business Taxes for Expats | Expat Self-Employment Taxes | Retirement Abroad

    Small Business Retirement Plan: Best Options And Their Tax Advantages

    ByRandall Brody March 10, 2026April 16, 2026

    A business retirement plan is a key component for retirement savings for small business owners. They are also an increasingly important tool for attracting…

    Read More Small Business Retirement Plan: Best Options And Their Tax AdvantagesContinue

  • Retirement Abroad and US Expat Taxes
    Retirement Abroad

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

    ByRandall Brody February 12, 2026March 23, 2026

    Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the…

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

  • Backdoor Roth IRA For Expats
    Retirement Abroad

    Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?

    ByRandall Brody January 30, 2026June 11, 2026

    For many high earners, the Roth IRA is one of the most attractive retirement tools available. Tax-free growth. Tax-free withdrawals. No required minimum distributions….

    Read More Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?Continue

  • Foreign Pension
    Retirement Abroad

    Foreign Pensions and US Taxes: What Expats Should Know In 2026

    ByRandall Brody October 10, 2025March 27, 2026

    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 and US Taxes: What Expats Should Know In 2026Continue

  • Catch-Up Contributions
    Retirement Abroad

    Catch-Up Contributions: A Smart Way to Boost Retirement Savings

    ByRandall Brody October 6, 2025March 27, 2026

    When you approach retirement age, saving becomes one of your top priorities. By age 50, you should have saved about six times your annual…

    Read More Catch-Up Contributions: A Smart Way to Boost Retirement SavingsContinue

  • Tax Advantages of Life Insurance Retirement Plan (LIRP)
    Retirement Abroad

    3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

    ByXandra Bacuetes May 27, 2025March 27, 2026

    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
    Business Taxes for Expats | Retirement Abroad

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

    ByRandall Brody May 4, 2025March 19, 2026

    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

  • Cash Balance Pension Plans for Expats
    Retirement Abroad

    How To Maximize Tax Savings with the Cash Balance Pension Plans

    ByRandall Brody April 4, 2025March 27, 2026

    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

  • does pension affect social security
    Retirement Abroad

    Will Receiving a Pension Reduce My Social Security Benefits?

    ByRandall Brody November 6, 2024March 27, 2026

    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

  • non-US spouse social security benefits
    Retirement Abroad

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

    ByXandra Bacuetes October 4, 2024March 27, 2026

    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 Expats Need To Know Before Cashing Out 401(K) Early 
    Expat Wealth Management | Retirement Abroad | US Expat Taxes

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

    ByRandall Brody February 2, 2024April 25, 2026

    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 Expats Need To Know Before Cashing Out 401(K) Early Continue

  • Malta Pension Plan Tax Strategy
    Expat Tax Country Guides | Retirement Abroad

    Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS Scrutiny

    ByRandall Brody November 4, 2022March 27, 2026

    Every taxpayer dreads a surprise from the IRS. But the anxiety amplifies when a Special Agent from the Criminal Investigation Division (CID) gets involved,…

    Read More Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS ScrutinyContinue

  • Canadian Retirement Plans
    Expat Tax Country Guides | Retirement Abroad

    Canadian Retirement Plans | Easy Steps That Will Make You Informed

    ByRandall Brody November 15, 2021March 27, 2026

    Favorable Tax Treatment of Canadian Retirement Plans The Internal Revenue Service recently made it easier for taxpayers who hold interests in either of two…

    Read More Canadian Retirement Plans | Easy Steps That Will Make You InformedContinue

  • Answering the Age-Old Question: Do Retirees Need to File Taxes?
    Retirement Abroad

    Answering the Age-Old Question: Do Expat Retirees Need to File Taxes?

    ByRandall Brody November 10, 2021March 27, 2026

    In this article, we’ll answer all your questions about retirement tax and explain why some retirees still pay their taxes.

    Read More Answering the Age-Old Question: Do Expat Retirees Need to File Taxes?Continue

  • IRA Deduction
    Expat Wealth Management | Retirement Abroad | US Expat Taxes

    IRA Deduction for Expats – See How To Save Money For Retirement

    ByRandall Brody December 15, 2015April 25, 2026

    Traditional IRA Deduction If you make contributions to a traditional IRA, you may be able to take an IRA deduction. The idea behind the…

    Read More IRA Deduction for Expats – See How To Save Money For RetirementContinue

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