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Wow...great questions!!

Hoping someone else has the answer,  I sure don't.   Wife and I are in process on retirement visas.

I do have a counter-question:  Why keep most of your investments only in the US??

Many expat websites recommend spreading liquid assets and investments OUTSIDE the USA, based on a strategy of (100% legal and compliant) international diversification.  In effect, an aggressive form of "not putting all of your eggs in one basket."

I'd be very interested in your thoughts on that -- we're just in the early stages of international diversification, and your views seem to be rare among expats, at least in our limited experience.

Thanks,

Jim

Hi Jim,

As I'm sure you know you can investment in foreign markets through US institutions and exchanges.  In that sense, your eggs are in multiple baskets.  I'm neither wealthy enough nor savvy enough to be concerned holding money in institutions outside of the US.

Gotcha.  Thanks for explaining.

I hope someone can assist with your asset protection questions.  While we've moved a bit of money offshore, we're still neophytes.  It never occurred to me whether judgments in, say, the DR could reach back into the US. 

I would think -- repeat, only think -- that the judgment would have to be pretty large for it to be worth the effort.  But that's only semi-ignorant speculation on my part

Take care.

Hi Jim,

You're welcome.  The only thing I can add is to ensure you understand your rights and recourse options when housing your money in a foreign country.  I'm pretty comfortable answering those questions when housing money with major financial institutions in the US.

Cheers!

I think I've allowed enough time for comment.  Could one of the moderators please close this thread.

Thanks!

[Thread closed on request of original poster]