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Financial Planning Guidance- Moving from USA (CA) to Ireland


Trina Histon
(@sf2eire)
Member Gold supporter
Joined: 7 months ago
Posts: 2
Topic starter  

All,

First off what a relief to find this forum over the weekend. Your wisdom has been a comfort. After a couple of decades in the USA, I am thinking my next move is to go back to Ireland. I am not yet at retirement age but would love to see if anyone has guidance on financial planning as I rent in SF but would like to get a house in Ireland when I return and the mortgage requirements seem onerous to say the least so would love to talk to someone who has made the move home and who made their financial means in the USA.

Guidance on what I can start to do in USA before I make the move home and I know it is frowned upon but am willing to dip into my retirement to make Irish re-entry easier. So if anyone knows someone who is knowledgeable about US retirement/pensions and making the move home I would be grateful. Thanks to Liam I know about the TaxExpats site which I will need and I hope to do consulting when I am home and be EU-based for that. I just read the post of driving license so that will be another adventure indeed! Lots to think about! Thanks all.


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Angela Keary
(@aingeala20)
New Member
Joined: 1 year ago
Posts: 1
 

best of luck. I just did that in October.. San Rafael to Kerry. I has been an adventure for sure. I miss Cali a lot but it is wonderful to be back in Ireland too after two decades and more away.

I shipped my belongings over as everything is much more costly here. I think it was worth it .

In retrospect Iwould have brought more of my belongings but I ended up giving lots away to friends, charities etc. I am still navigating the drivers license as theory tests have been delayed. I can't offer any financial advice but just saw your post and wanted to wish you good luck with the move.

 

 

 


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Trina Histon
(@sf2eire)
Member Gold supporter
Joined: 7 months ago
Posts: 2
Topic starter  

@aingeala20

Thanks for responding. Good to hear you are adjusting to being home. I too plan to move to Kerry, it's a small world. Thanks for the advice on bringing more stuff home with me- it has been on my mind! I have now engaged a financial planner over here to see how I can be optimally set up when I get to Ireland. I will plan to work there too before I retire as I am still too young to retire.

Sounds like you had been in CA for over two decades, same here. Wishing you luck with the driver's test and with the ongoing adjustment to being home. It sure is a big decision! Regards. 


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