- NY Credits : 2.0
- TX Credits : 2.0
Retirement Planning for Expatriates to Central America
Our course, Retirement Planning for Expatriates to Central America, helps CPAs advise clients who are potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country in Central America. Issues discussed include what's vital to have in a home abroad, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad. Specifically, this course will discuss in more detail the countries of Belize, Panama, and Costa Rica.
Upon successful completion of Retirement Planning for Expatriates to Central America, the user should be able to:
identify financial expenses and resources available in the adopted country versus the United States;
determine who may be impacted by dual Social Security coverage and dual taxation of U.S. workers employed abroad;
assess the impact that repatriating requires financial and emotional preparation; and
identify the specific planning which should be done for those considering retiring in Belize, Panama or Costa Rica.