The U.S. Rules Abroad Checklist

Living abroad does not mean you have left U.S. financial rules behind. It means those rules follow you in ways most people never think to check.

What is this Checklist About?

This free checklist gives you five practical areas to review — from account inventory to legacy planning — so you can get organized, ask better questions, and avoid the kind of surprises that tend to be expensive and time-consuming to untangle.

No advice. No jargon. Just a clear, structured starting point.

What is inside the Checklist?

Five checks covering account inventory, foreign investments, monthly balance tracking, legacy plan review, and document organization — plus questions to bring to a qualified professional and red-flag phrases worth knowing.

Educational content only. Not legal, tax, or investment advice.

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

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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.