• About Us
  • Contact Us
  • Privacy Policy
  • Terms
  • Unsubscribe
No Result
View All Result
Live and Invest Overseas
FREE REPORT
BEST PLACES TO RETIRE
*No spam: We will NEVER give your email address to anyone else.
  • HOME
  • COUNTRIES
    • Top Destinations
      • Portugal
      • Panama
      • Belize
      • France
      • Colombia
      • Dominican Republic
      • Thailand
      • Mexico
      • Spain
      • Argentina
    • Browse All Countries
    • Best For
      • Retire Overseas Index
      • Health Care
      • Cost of Living
      • Investing in Real Estate
      • Editor’s Picks For Retirement
      • Establishing Residency
      • Starting an Online Business
      • Single Women
      • Playing Golf
  • BUDGETS
    • Super Cheap ($)
      • Cuenca, Ecuador
      • Chiang Mai, Thailand
      • The Philippines
      • Las Tablas, Panama
      • Granada, Nicaragua
    • Cheap ($$)
      • Algarve, Portugal
      • Medellin, Colombia
      • Boquete, Panama
      • Carcassone, France
      • Buenos Aires, Argentina
    • Affordable ($$$)
      • Abruzzo, Italy
      • Barcelona, Spain
      • Las Terrenas, Dominican Republic
      • Puerto Vallarta, Mexico
      • Costa de Oro, Uruguay
    • Luxury On A Budget ($$$$)
      • Ambergris Caye, Belize
      • Paris, France
      • Panama City Beach Area
  • Real Estate
  • ARCHIVES
    • Living & Retiring Overseas
    • Raising A Family Abroad
    • Foreign Residency & Citizenship
    • Offshore Diversification
    • Our Latest On Coronavirus ⚠️
  • Making Money
    • International Real Estate
    • Banking
    • Employment
    • Investing
  • CONFERENCES
  • BOOKSTORE
Live and Invest Overseas
  • HOME
  • COUNTRIES
    • Top Destinations
      • Portugal
      • Panama
      • Belize
      • France
      • Colombia
      • Dominican Republic
      • Thailand
      • Mexico
      • Spain
      • Argentina
    • Browse All Countries
    • Best For
      • Retire Overseas Index
      • Health Care
      • Cost of Living
      • Investing in Real Estate
      • Editor’s Picks For Retirement
      • Establishing Residency
      • Starting an Online Business
      • Single Women
      • Playing Golf
  • BUDGETS
    • Super Cheap ($)
      • Cuenca, Ecuador
      • Chiang Mai, Thailand
      • The Philippines
      • Las Tablas, Panama
      • Granada, Nicaragua
    • Cheap ($$)
      • Algarve, Portugal
      • Medellin, Colombia
      • Boquete, Panama
      • Carcassone, France
      • Buenos Aires, Argentina
    • Affordable ($$$)
      • Abruzzo, Italy
      • Barcelona, Spain
      • Las Terrenas, Dominican Republic
      • Puerto Vallarta, Mexico
      • Costa de Oro, Uruguay
    • Luxury On A Budget ($$$$)
      • Ambergris Caye, Belize
      • Paris, France
      • Panama City Beach Area
  • Real Estate
  • ARCHIVES
    • Living & Retiring Overseas
    • Raising A Family Abroad
    • Foreign Residency & Citizenship
    • Offshore Diversification
    • Our Latest On Coronavirus ⚠️
  • Making Money
    • International Real Estate
    • Banking
    • Employment
    • Investing
  • CONFERENCES
  • BOOKSTORE
No Result
View All Result
Live and Invest Overseas
No Result
View All Result
Home Retirement/Living

How To Retire Overseas: Your 8-Step Guide

211
SHARES
3k
VIEWS
Share on FacebookShare on Twitter

Your 8-Step Plan For Launching Your Overseas Retirement

“I’m ready to make my move, Kathleen,” explained an attendee at our recent conference in Medellin, Colombia. “I’m ready to go for it.

“But I’m so confused. I mean, what do I do first? And then what do I do second?

“Could you break it down for me, as though I were a child? Seriously, speak to me like one of your children. I need a step-by-step plan…”

Here you go:

Step 1: Identify A Destination.

Where depends on what’s important to you, what kind of lifestyle you want to lead, and how much money you have to fund your retirement…

Step 2: Find An Attorney.

If you intend to relocate full-time, arrange to meet with an attorney in your chosen destination, one experienced helping foreigners established residency, to determine the best residency visa option given your circumstances. If you don’t intend to relocate full-time, skip to Step 3…

Step 3: Find A Tax Advisor.

Speak with a tax advisor (an attorney who specializes in taxation is best) in your chosen destination…and, as well, with a tax advisor (again, an attorney experienced with international tax issues) in your home country. If you’re an American, it’s especially important that you identify two advisors and connect the dots of your new tax life with those of your old one…

Step 4: Get To Know The Property Market

Research real estate options in your destination. I strongly recommend you rent first, to give yourself a chance to try your new home (country, town, neighborhood, street, beach) on for size before committing to a real estate purchase…but there are times when buying can make sense, too…

Step 5: Know Your Options For Health Insurance

Research health insurance options, comparing local, in-country policies (cost, coverage, restrictions) with those of international options like Bupa…

Step 6: Go Virtual.

Take your administrative life virtual. Make sure you can access all bank accounts, brokerage accounts, credit card accounts, and investment portfolio online and that you can move money around from one to another electronically…

Step 7: Put Together A Plan For Your Stuff.

Figure out what to do with all your stuff. What’s coming with you, what’s going in storage, what’s being sold, and what’s being given away…

Step 8: Make It Happen.

Show up and start enjoying your new life…

Piece of cake.

This is the approach we take during the Retire Overseas Conference we hold each year. This event is not like any other on our calendar. First, it’s the only event we hold Stateside (this year we’re convening in San Antonio, Texas). Second, it’s the only event that considers all of the world’s top havens at once.

This year we’re featuring 21 top retirement havens, including your best options in the Americas, Europe, and Asia.

Over three days, with the help of expats and experts from each of those 21 destinations, first, we’ll help you identify the best place for you to think about retiring overseas, given your preferences, your priorities, your personal circumstances, and your retirement budget.

Then we’ll walk you through the process, step-by-step, for how to get from where you are now to where you want to be.

Come with a dream. You’ll leave with a plan.

I’ve been hosting live and invest overseas conferences for nearly 30 years. This one is like no other.

Kathleen Peddicord

Share84Tweet53

Start Your New Life Today, Overseas

A world full of fun, adventure, and profit awaits! Sign up for our free daily e-letter, Overseas Opportunity Letter, and we’ll send you a FREE report on the 10 Best Places To Retire In Style Overseas Today.







LIOS Resources


  • New To LIOS
  • Ask An Expert
  • Media Center
  • Contact Us
  • FAQs

Quick Links


  • Best Places To Live
  • Best Places To Retire
  • Finding A Job Overseas
  • Real Estate

Sign up for our free daily e-letter, Overseas Opportunity Letter, and get your FREE report: The 10 Best Places To Retire Overseas In 2022

  • About Us
  • Contact Us
  • Privacy Policy
  • Terms
  • Unsubscribe

© 2008-2021 - Live and Invest Overseas - All Rights Reserved.

No Result
View All Result
  • Home
  • Countries
  • Budgets
  • Archives
  • News
  • Events
  • Bookstore
  • Newsletters
  • About Us
  • Members Area
  • Contact Us

© 2008-2021 - Live and Invest Overseas - All Rights Reserved.

Sign up for FREE and learn how to live the good life on a modest budget, find bargain property, and more. Plus, check out our free report on the 10 BEST PLACES TO RETIRE.

RETIRE OVERSEAS AND LIVE LIKE ROYALTY

The World’s Best Places To Be In 2022?

Discover Them Here…