In the US, a large majority of US corporations do not offer pensions.
“What does this mean?”
Americans need to fund their retirement by their own means. Through personal savings, over-working, multiple jobs, pinching pennies; all so that they feel comfortable once they retire. The main options available for this in the States are IRAs and ROTHs.
When US citizens relocate abroad, the options to support their retirement planning needs seem to become limited.
Retirement plans, in general, stay in the country whereby the client invests for that goal. When Americans move to various jurisdictions, there is great difficulty in being able to manage and organize their various investment plans.
With these adversities in mind, we have sourced a solution that gives Americans overseas the opportunity to save for their retirement in a tax advantaged manner so that they can work toward their goal of a comfortable retirement.
“How can UAP help?”
We offer consolidation of plans, which has shown to prove value as all aspects of financial solutions can be accomplished. This means that your clients can still receive pension, which will set them up for success when they retire and are still living in a country abroad.
Please reach out if you have any questions!
*No guarantees of investment success are offered and the UAP is not approved for distribution in the United States. It is important to discuss UAP with your accountant and financial professional.
