Starter Kit for a Life Abroad

A practical path for Americans abroad to align money, accounts, and choices with life outside the U.S.

Get the Starter Kit

What is inside the Kit?

  • 10-Minute Expat Reality Check: A quick gut check for Americans abroad and U.S.-connected families
  • The Mutual Fund Problem: Why many local funds create U.S. tax headaches for Americans abroad
  • First Steps Abroad: Pre-move and first 90 days checklist for Americans abroad

Next steps

If this kit revealed gaps or uncertainty, talk with a U.S.-licensed advisor who understands cross-border planning.

American Expat Advisors

Connects you with professionals
experienced in:

  • 401(k) and IRA rollovers for Americans abroad
  • PFIC and U.S.-tax-efficient investment strategies
  • Estate and retirement coordination across borders

RETHINK EXPATS

Download the Starter Kit

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Produced by Rethink Expats in collaboration with American Expat Advisors

Disclaimer: Educational content only. Not personalized financial, tax, legal, or immigration advice.

Disclosure: American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S.-licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.

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