Passport to Wealth™

Navigating IRA Contributions for US Expats

Dec 30, 2024
This discussion delves into the nuances of IRA contributions for Americans living abroad. It highlights the challenges posed by the Foreign Earned Income Exclusion and its impact on both traditional and Roth IRAs. Key income thresholds and tax implications are explored, along with practical insights on optimizing contributions. Listeners learn how local tax laws and residency duration can affect retirement strategies, making personalized financial planning essential for expats.
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Episode notes
1
Intro
00:00 • 2min
2
Understanding IRAs for U.S. Expats Living Abroad
02:09 • 3min
3
Complexities of IRA Contributions for U.S. Expats
04:42 • 2min
4
Navigating IRA Contributions for U.S. Expatriates
06:58 • 9min
5
Navigating IRA Contributions for U.S. Expats
16:14 • 7min