The Expat Sage Podcast
Moving, Working, and Investing for Americans Abroad.
Pre-relocation planning advice and investment strategies for American citizens moving abroad.
Discover expert insights and comprehensive strategies for expats on investing in a dual taxation world, managing finances, and planning for retirement.
The Expat Sage Podcast
Latest Episodes
The In-Kind Roth Conversion
You’ve got a monster dividend stock sitting inside a traditional 401(k), bought for next to nothing, now throwing off real income. The dream is to move those exact shares into a Roth IRA so the dividends and growth can compound tax-free. The re...
What Happens To A U.S. Roth IRA After You Move To Spain Portugal Or Switzerland
One invisible border can rewrite the math of your retirement. We’re talking about the U.S. Roth IRA, the account most Americans treat as a financial fortress, and what happens when you move to Europe and your new country decides that “tax-free”...
Italy 7% Retiree Flat Tax
For more detailed information, read Italy's 7% Flat Tax: A Guide for International Retirees.A move to a quiet Italian town can look like...