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AACC Member Event: Financial Do's, Don't and Maybe's for Americans living in or moving to Australia

  • 20 Oct 2020
  • 5:30 PM
  • Webinar

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Do’s in the US 

  • Investments
  • Retirement Accounts
  • Insurance
  • Tax returns
Don’ts in the US
  • Cash out your retirement plan prior to Age 59.5 (unless SEPP)
  • ROTH’s / HSA’s / 529’s
  • Make Long Term Commitments under Uncertainty
  • Equities
  • Real Estate
  • Be careful with Variable Annuities
  • Illiquid partnerships (incl unlisted or illiquid REITs)
  • Cash Value Life Insurance
  • Self Directed IRA’s
Maybe’s in the US
  • Investment Real Estate


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The AACC is a not for Profit 501(c) 6 Chamber organization. Fed ID Number 94-2796034

Chamber@sfaussies.com

Address: PO Box 471285 San Francisco CA 94147


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