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American Retirees Abroad

Many Americans are finding it increasingly attractive to move abroad for their retirement. The cost of living is lower, quality of medical care is often high and climate more favorable - Costa Rica is the new Boca Raton!

There are, however, important tax considerations that you must take into account before and while you execute your foreign retirement. The United States requires its citizens to report their worldwide income annually - regardless of where they reside. Your income may come from a variety of sources - including domestic and foreign investments, real estate, pensions and retirement plans - all of which must be correctly accounted for in your U.S. tax return.

This is where you can rely on our expertise - as we’ve helped hundreds of American retirees plan and file their US tax returns from abroad.

Frequently Asked Questions

1. Do I have to file a tax return while retired? I live off social security and investment income.

2. Will I owe any tax?

3. Will I have to file a state tax return?

5. Do I have to file a local tax return?

7. I receive disability - is this taxable?


Further Reading