Index

Contents of the site, broken down into some very rough buckets:

General

• Welcome
• Start Here
• The Flowchart
• Before You Move
• Resources/Further Reading
• Upcoming Topics
• Intro to Buying a House in the UK

Investing & Withdrawal Planning

The list below is in a very rough order of suggested reading, somewhat building on each other.

• US and UK Taxes – Which are higher?
• Alternative Minimum Tax & Americans Overseas
• Asset Allocation Part 1 and Part 2
  • My Approach to Bonds & Cash
  • Phased Approach to Emergency Funds
• Managing Required Minimum Distributions
• UK Pension Withdrawal Options
• Tax on UK Pension Withdrawals
• Managing the UK Pension Lifetime Allowance
• RMDs vs the Lifetime Allowance
• Social Security & State Pension
  • Estimating Social Security
• Intro to US & UK Inheritance Taxes
• Withdrawal Strategies
  • Part 1: When can you get your money?
  • Part 2: Never pay tax again (or very little)
  • Part 3: Putting it Together – Tax Management in 3 Phases of Retirement
    • Phase 1: Early Retirement
    • Phase 2: Middle Retirement
    • Phase 3: Traditional retirement
  • Part 4: Scenarios & Examples
• S&S ISA Experiment
• Pension/SIPP vs ISA Contributions
• Saving & Investing for Kids
• Options for Buying Index Funds

Other Topics

• Thoughts on the Health & Social Care Levy
• November 2021 Grab Bag – Inflation, ISA Update, Upcoming Topics

Account Options

• All options are listed on the overview page

My Story

• About the Site and Me
• My Story

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