Do You Actually Need A U.S. Connected Advisor?

Where do you currently live?

In the U.S.

Outside the U.S., and I expect to stay abroad at least 1 year

I move between countries

Which best describes your U.S connection?

U.S. citizen

U.S. green card holder

Non U.S. citizen with U.S retirement or investment accounts

None of the above

Do you currently have any of the following U.S accounts?

401(k) or old employer retirement plan

Traditional or Roth IRA

U.S. brokerage or investment account

U.S. bank account only

I am not sure

I do not have any U.S accounts

Have you bought investment funds or products in your current country of residence without anyone asking about your U.S status?

Yes, clearly

I am not sure

Has any advisor or bank explained how your non U.S investments are treated for U.S tax purposes?

Yes, clearly

They said "Ask your accountant, we do not handle U.S tax"

No, this has never been explained

Do you have old or “forgotten” U.S retirement accounts that are just sitting there with no clear plan?

Yes, at least one

Maybe, I am not sure how many or where

No, everything is fully organized and intentional

Who is currently looking at your full picture across countries?

A local advisor only

A U.S advisor only

I am trying to connect different people myself

No one, I am handling everything alone

How confident do you feel making decisions that affect both U.S and non U.S rules?

Very confident

Somewhat nervous, I am afraid of making a mistake

I avoid decisions because it feels too complex

What best describes why you are here?

I want a clearer plan for my U.S retirement accounts from abroad

I want to know if my current investments are U.S compatible

I am planning a move (to or from the U.S) and need clarity

I am just exploring, not sure yet

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Do You Actually Need A U.S. Connected Advisor?

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