bettyperson
New member
I'm an American living in Scotland with my Scottish spouse. Our financial situation is pretty straightforward with us both only earning from our UK based employment. We also have bog standard pension schemes with our respective employers. I have some old 401(k)s and a Roth IRA collecting dust back in the US. I file a return each year claiming the foreign tax credit, sumbit my FBAR, etc.
We'd like to get better organised with our combined retirement savings/investments without running afoul of draconian US tax law. We don't have heaps of cash to invest. Just looking for someone to help us plan better with our realtively modest incomes. Any suggestions would be much appreciated.
We'd like to get better organised with our combined retirement savings/investments without running afoul of draconian US tax law. We don't have heaps of cash to invest. Just looking for someone to help us plan better with our realtively modest incomes. Any suggestions would be much appreciated.