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
How Portugal Taxes Your Roth IRA (Audio Overview)
For detailed information, visit How Portugal Taxes Your Roth IRA (2026).You can spend 30 years building a Roth IRA, follow every IRS rule, and still watch the “tax-free fo...
The Mega Backdoor Roth For Expats
The IRS has a weird loophole-like “empty space” that many Americans abroad never touch and it can be worth $37,500 per year in 2026. We walk through the Mega Backdoor Roth 401k, a legal strategy that lets you push money beyond normal IRA limits...
How Germany Taxes Your Roth IRA
For more information, read "How Germany Taxes Your Roth IRA". Germany's 2024 tax law, effective from 2025, targeted foreign retirement accounts — which sounds like ...
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”...