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What to Consider If You’re Retiring Abroad

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Mar 18 – On this edition of Lifetime Income, Financial Sense’s Paul Horn CFP speaks with Elizabeth Morgan of Elizabeth Morgan & Associates on what to consider if you’re retiring abroad. They discuss the most popular locations they’ve seen clients move to such as Italy and New Zealand as well as the differences between citizenship and permanent residences. They also cover tax, real estate and estate planning as they relate to retiring abroad.

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