Subj : Re: Retiring to England - Was: What to do?
To   : poindexter FORTRAN
From : k9zw
Date : Mon Feb 24 2025 15:20:36

On 24 Feb 2025, poindexter FORTRAN said the following...
 
 pF>  k9> On 401(k) lacking the context of your age and anticipated retirement
 pF>  k9> expectations, best I could suggest is Age-Indexed as a starter.
 pF> 
 pF> Coming up on 60 this year.

Think age index if you intend to retire at the normal, you could split to take on more risk if you have enough other assets or if you intend to work longer.

 pF>  k9> Retiring to another country is a study in and of itself.
 pF> 
 pF> Yep, looking for a tax/finance/retirement professional with experience
 pF> in all of this.

There are some organizations/websites that can help with basic research.  

After those I have looked to paid professionals that service the people working for potential destination locations multinationals, and also try to establish some on the ground presence.  

 pF>  k9> A real primary focus to making that work seems to be having good peop
 pF>  k9> connections where you want to retire.  Often these end up being just
 pF>  k9> professionals, the mercenaries we hire to help with with life tasks.
 pF> 
 pF> Yeah, we're moving near family, with younger nephews and nieces nearby.
 pF> Looking for a smaller town with a community feeling.

Is that in England or stateside or? (I guess my family is spread out in four or five countries, so I have to ask about yours)

 pF>  k9> Even with an English wife our intention at retirement is to maintain 
 pF>  k9> presence in England, but not to retire there.  But that is our story.
 pF> 
 pF>  k9> Feel free to email me, as I'm happy to share how we've reasoned it ou
 pF> 
 pF> Will definitely love to hear more - we haven't totally fleshed this out
 pF> yet.

Fire away with questions.  If England is a place you are targetting you need some feet-on-the-ground time there to figure stuff out.  Maybe you already have an NHS number and qualify, and have a UK DL, Banking, Address?  

What I don't have an insight into I can find you resources to find out.

-- Steve K9ZW via SPOT BBS 

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