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GUIDANCE & RESOURCES FOR moving abroad

There has been an increase in clients asking these questions due to the political uncertainty and the state of democracy in the U.S. Some people don't know where to start. We are here to help.

Featured Resources

The Expatsi Test: Discover Which Country Is Best For You

Take this free test to discover what countries you should move to based on the weather, cost of living, government, education, healthcare, and many other factors.

How Does Each Country Rate for LGBTQ+ Rights?

The F&M Global Barometers LGBTQI+ Perception Index shows potential differences between existing legislation and the actual human rights climate in countries.

Why Retiring Outside the U.S. Is On The Rise 

There has been a dramatic increase in clients asking this question due to the recent U.S. Presidential election results. Some people don't know where to start or understand what they need to make their wishes a reality.

Cultivate a Positive Money Mindset to Get What You Want

Your thoughts, beliefs, and attitudes towards money deeply influence your financial reality. There are countless inevitable financial downfalls in our lives. Despite these unexpected turns in life, embracing control of what you can and being financially prepared can free your mind.


“I am amazed at the number of my friends who have lived here most of their adult lives and are planning to return to their birth country to retire. The dollar goes so much further there that it can afford a comparatively more luxurious lifestyle than if they stay here. I get postcards and letters showing me their GORGEOUS apartment and telling me how much their monthly bills are. One couple who went to Cuenca, Ecuador, rented a lovely house, and added up all of their monthly expenses, including rent, car, food, etc., and it came to $1,800 per month. HUH? I knew I should have paid better attention in high school Spanish class!”

—Cindy A., Client

This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Where should I move?

International Living: The World's Best Places to Retire

At International Living, we firmly believe that you don’t have to be wealthy and well-connected to lead a more international life. You just have to know how to do it. And we’re on a mission to show you. Since 1979, we’ve been helping people live, retire, travel, invest, and prosper overseas.

Greenback Expat Tax Services: Top 13 Tax-Free Retirement Countries for Americans Abroad

In this guide, we have compiled a list of top countries that offer an ideal combination of these elements, catering specifically to the needs and preferences of American retirees who are interested in international living. From affordability and healthcare infrastructure to cultural richness and expatriate communities, each country on our list has been evaluated to ensure it offers a high quality of life and a welcoming environment for those looking to make the most of their retirement years. 

How do I plan and pay for it?

Expatsi: How to Move Abroad

There's no one way to move abroad, but expats all have the make some of the same choices (where, when, how) and take many of the same steps (find insurance, housing, movers). We think there are 6 stages to emigrating out of the U.S., and they're not perfectly linear.

Global Intelligence Unit: Retirement Guide For U.S. Citizens

This comprehensive guide integrates public data, academic research, expert opinions, and industry insights to identify the top 16 countries favored by American retirees, based on factors like quality of life, integration ease, community acceptance, security, and economic conditions.

What about taxes, benefits, and healthcare?

IRS: Tax Guide for U.S. Citizens and Resident Aliens Abroad

If you are a U.S. citizen or resident alien, your worldwide income is generally subject to U.S. income tax, regardless of where you are living. Also, you are subject to the same income tax filing requirements that apply to U.S. citizens or resident aliens living in the United States. Expatriation tax provisions apply to U.S. citizens who have renounced their citizenship and long-term residents who have ended their residency.

Getting Social Security benefits if you are living outside the U.S.

Most U.S. citizens can get Social Security benefits while visiting or living outside the U.S. Find out if you qualify, how to apply, and who to contact to get help.

Medicare coverage when living abroad

Decisions about Medicare enrollment can be complicated if you live outside the United States. Living outside the U.S. means you do not live in the 50 states, the District of Columbia, Puerto Rico, the Virgin Islands, Guam, American Samoa, or the Northern Mariana Islands. Although Medicare does not typically cover medical costs you receive when you live abroad, you still need to choose whether to enroll in Medicare when you become eligible or to turn down enrollment. 

Health Insurance for American Expats

If you’re an American expat living in a foreign country or you are just now starting your new life as an expatriate, you need to understand the importance of international health insurance while living abroad.

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Money on Vacation?


Team Treece can offer you real-world guidance to ensure a money-smart move overseas.

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