Unlock Tax Efficiency - Moving Your IRA or 401(k) from the US to Australia

Are you an Australian expat living in the U.S and planning to relocate back Down Under?

Join us for an insightful webinar hosted by Ashley Murphy, CFP®, GFP Fellow, and Founder/Principal of Arete Wealth Strategists, as he shared valuable strategies on how to move your IRA or 401(k) from the United States to Australia in the most tax-efficient manner.

Some of the relevant issues addressed included;

1. Strategies for Tax Optimization: Explore proven strategies to optimize your tax situation and minimize the impact of double taxation, ensuring your hard-earned retirement savings are protected.

2. Compliance and Reporting: Learn about the critical compliance and reporting requirements for both the US and Australian tax authorities, ensuring a smooth and compliant transition of your retirement accounts.

3. Case Studies and Real-Life Examples: Benefit from real-life case studies and examples that illustrate successful strategies for moving retirement accounts across borders, providing you with practical insights and actionable steps.

4. Q&A Session: Engage in a live Q&A session with Ashley Murphy at the end of the presentation, where you can ask questions about the presentation.

Note this webinar is general in nature and not a substitute for specific or personalized advice.

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