Subj : Re: What to do?
To   : k9zw
From : poindexter FORTRAN
Date : Mon Feb 24 2025 09:00:23

-=> k9zw wrote to poindexter FORTRAN <=-

 pF> My 401(k)s are pretty conservative. I've been thinking about overseas
 pF> real estate - I'm planning to retire in England, thought about buying
 pF> something as an investment to get my money out of the US early, get a
 pF> foothold over there and some rental income in the process.

 k9> On 401(k) lacking the context of your age and anticipated retirement
 k9> expectations, best I could suggest is Age-Indexed as a starter.

Coming up on 60 this year.

 k9> Retiring to another country is a study in and of itself.

Yep, looking for a tax/finance/retirement professional with experience
in all of this.

 k9> A real primary focus to making that work seems to be having good people
 k9> connections where you want to retire.  Often these end up being just
 k9> professionals, the mercenaries we hire to help with with life tasks.

Yeah, we're moving near family, with younger nephews and nieces nearby.
Looking for a smaller town with a community feeling.

 k9> A premium is if you have viable family or friends where you want to end
 k9> up.  Viable is important, as often we have people connections that
 k9> depend on us and are otherwise not going to be helpful (or lack
 k9> wisdom).

 k9> On England specific there are some very deep issues both pro and con,
 k9> to work through.  You have access to some native folk (Meat, Bob Worm,
 k9> Cobradille among others) via the BBS world, and some like myself who
 k9> have a foothold there but are USA based.

 k9> Even with an English wife our intention at retirement is to maintain a
 k9> presence in England, but not to retire there.  But that is our story.

 k9> Feel free to email me, as I'm happy to share how we've reasoned it out.

Will definitely love to hear more - we haven't totally fleshed this out
yet.

 
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