Get Clarity For Your 401(k) Outside the US

Request your free introduction to one of our trusted partners.

If you have a 401(k) in the US and are preparing to leave, or already live abroad, the decisions you make will have long-term consequences for your retirement income.

Rules around withdrawals, rollovers, taxation and investment options can change once you are no longer US-resident.

We offer people the opportunity of a free discovery call as part of our introduction service who specialize in helping clients understand their 401(k) options and protect their retirement savings.

pension sign sitting on 100 dollar bills

Why use Experts for Expats?

Requesting a pensions introduction through Experts for Expats is the best way to get clarity on your 401(k).

Once we have connected you to our trusted partner, they will arrange a free discovery call with you to discuss your situation and suggest suitable next steps.

During this no-obligation call, you can:

Sense-check your current plans and assumptions
Understand how living outside the US affects your 401(k)
Identify potential risks, tax issues, or limitations early
Ask questions without pressure to proceed
Decide whether professional advice is actually needed

We only work with regulated, experienced advisors who take an advice-led, client-focused approach. There is no sales script and no requirement to move forward.

For many people, this first conversation removes uncertainty. For others, it becomes the starting point for more detailed planning.

Either way, it helps you move forward with confidence rather than guesswork.

Tell us a little about your situation

Complete the form below and we'll use the information provided to connect you to a trusted, independent pensions specialist from our network.

Timothy S.United Arab EmiratesInvestment advice

I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.

Rosanna K.United StatesInvestment Advice

I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you.

Phil. C.FrancePensions

As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.

Joanne E.United StatesPensions

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK. In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage my money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts. It’s a big relief and l look forward to developing this relationship with the rest of my retirement planning as part of my portfolio.