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Webinar where Ashley Murphy conducts a detailed review of the process you might follow if you're considering getting your US retirement accounts back to Australia. In our presentation we looked at: -What your options are for getting your funds out of your US retirement account -How your options vary depending on your immigration status (i.e. US Citizen, PR, or temporary visa holder) -What the tax treaty says about such transfer and what the appropriate withholding amount is -When do you resume Australian tax residency? -How to work with your custodian on the appropriate withholding -How to convert your funds most efficiently back to AUD -What to do with your money once back in Australia -Is now a good time to move these funds? ========================================================================== Ready to work with us? Get started today: https://www.arete-wa.com/get-started Check out our case studies: American business owner living in Australia: https://www.arete-wa.com/case-study/1 High Net Worth Software Engineer American Couple Living in Australia: https://www.arete-wa.com/case-study/2 American Executive & Family, Permanently Relocated to Australia: https://www.arete-wa.com/case-study/3 About Arete Wealth Strategists: Global wealth management for American and Australian Expats. We bring strategy, structure, clarity, confidence and complianceto our clients’ global financial lives and keep it that way. ========================================================================== ✅ Other Videos You Might Be Interested In Watching: ✅ The “Living Between Two Countries - Our US Australia Experience! 🧡 • Living Between Two Countries - Our US Aust... ✅ Getting your-401k / IRA Out of the US and to Australia 🧡 • Getting your 401k / IRA to Australia ✅ Estate Tax Mitigation and Wealth Preservation Strategies for Exiting Australia / US Entrepreneurs 🧡 • Estate Tax Mitigation and Wealth Preservat... ✅ The HEART Act & the US Exit Tax - A 2025 Update 🧡 • The HEART Act & the US Exit Tax - A 2025 U... ✅ Social Security Changes in 2025 - What Americans in Australia or Australians in America Need to Know 🧡 • Social Security Changes in 2025 - What Ame... ✅ Brave New World: Tax and Investment Changes Affecting Expats under the New Administration 🧡 • Brave New World: Tax and Investment Change... ✅ The Comprehensive Departure Planning Guide for those Planning their Australian Move 🧡 • The Comprehensive Departure Planning Guide... ========================================================================== Relevant Hashtags: #gettingyour401k/iratoaustralia #gettingyour401k/iratoaustraliaand #401ktoaustralia #401ktoaustraliaand #iratoaustralia #iratoaustraliaand ========================================================================== Areté Wealth Strategists Australia @aretewealthstrategistsAU