Your Life Simplified: A Financial & Wealth Management Podcast
3 Things You Need to Know Before Moving Abroad
With flexibility and connectivity in today's world, many are excited by the idea of moving abroad and traveling; however, with that comes complications that you may not have considered. On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by Raoul Rodriguez , senior wealth advisor. Here are 3 things you need to consider before moving to another country—taxes, qualified accounts and estate planning.