Where everything is: every 401(k), IRA and old plan, and who's responsible for each one.
Your custodian: whether your accounts are held somewhere that will keep serving you in the country you live in.
Your tax picture: how withdrawals are likely to be taxed in the US and where you live, and anything you may need to file.
Your currency plan: when and how dollars become the money you actually spend.
Your return: whether you plan to come home, and what your countdown looks like.
Your options: laid out plainly, with clear next steps.
You'll leave with a clear picture of where you stand, even if you never work with us. No obligation and no pressure.
