The Complete U.S. Departure Checklist for Foreign Nationals On Work Visas

$149.00

The Complete Exit Strategy →

Your Step-by-Step Financial Roadmap for Leaving the U.S. Without Losing Your Hard-Earned Wealth.

The ONLY CHECKLIST You Need- 10 Critical Areas Every H-1B, H-1B1, L-1, TN, E-3, and O-1 Visa Holder Must Address!

Problems You Face - Avoid The Mistakes We've Seen Others Make:

  • Overwhelming Complexity: Foreign nationals face dozens of financial decisions when leaving the U.S., from 401(k) rollovers to tax treaty implications.

  • Costly Mistakes: Without proper planning, people lose thousands to unnecessary penalties, taxes, and poor timing.

  • Lack of Specialized Guidance: Most tax/ legal/ financial advisors don't understand the unique challenges of non-immigrant visa holders.

Solutions We Provide - Consolidated From Years of Working With Foreign Nationals:

  • Comprehensive Roadmap: 10 detailed sections covering every aspect of financial departure planning.

  • Timeline-Based Approach: Clear actions for 12 months out, 6 months, 3 months, 1 month, and post-departure.

  • Professional-Grade Planning: The exact checklist we have used for our own clients.

Backed By Credibility:

  • Created by Jane Mepham, CFP® and Manasa Nadig, EA.

  • Professional-grade resource vetted by other tax and financial advisors.

  • Comprehensive research into tax treaties, regulations, and best practices over decades of practice.

  • Based on real client experiences and common scenarios.

The Complete Exit Strategy →

Your Step-by-Step Financial Roadmap for Leaving the U.S. Without Losing Your Hard-Earned Wealth.

The ONLY CHECKLIST You Need- 10 Critical Areas Every H-1B, H-1B1, L-1, TN, E-3, and O-1 Visa Holder Must Address!

Problems You Face - Avoid The Mistakes We've Seen Others Make:

  • Overwhelming Complexity: Foreign nationals face dozens of financial decisions when leaving the U.S., from 401(k) rollovers to tax treaty implications.

  • Costly Mistakes: Without proper planning, people lose thousands to unnecessary penalties, taxes, and poor timing.

  • Lack of Specialized Guidance: Most tax/ legal/ financial advisors don't understand the unique challenges of non-immigrant visa holders.

Solutions We Provide - Consolidated From Years of Working With Foreign Nationals:

  • Comprehensive Roadmap: 10 detailed sections covering every aspect of financial departure planning.

  • Timeline-Based Approach: Clear actions for 12 months out, 6 months, 3 months, 1 month, and post-departure.

  • Professional-Grade Planning: The exact checklist we have used for our own clients.

Backed By Credibility:

  • Created by Jane Mepham, CFP® and Manasa Nadig, EA.

  • Professional-grade resource vetted by other tax and financial advisors.

  • Comprehensive research into tax treaties, regulations, and best practices over decades of practice.

  • Based on real client experiences and common scenarios.

 

If you are currently on H-1B, H-1B1, L-1, TN, E-3, O-1, and other non-immigrant work visas and are planning to leave the U.S., you have landed at the RIGHT place!

You should ideally start planning 12 months before departure, but start as soon as you know you'll be leaving. And it is never too late to come up to speed.

Will you need professional help? The guide includes clear guidance on when to engage tax professionals, financial advisors, or estate planning attorneys. If you have a spouse and/ children, the checklist also covers family considerations and beneficiary planning throughout.

  • Are you worried about losing your hard-earned wealth due to poor decisions?

  • Do you have lots of questions but no clear roadmap?

  • Are you pressured for time because your departure date is looming?

  • Is the overwhelm daunting?

    • Maximize Wealth Retention: Keep more of your U.S.-earned assets through strategic planning

    • Avoid Costly Penalties: Navigate early withdrawal rules, tax implications, and compliance requirements

    • Ensure Ongoing Access: Maintain access to your accounts and investments from abroad

    • Stay Tax Compliant: Understand ongoing U.S. filing requirements and treaty benefits

    • Reduce Stress: Have confidence you haven't missed critical deadlines or decisions

    • 10 Comprehensive Sections: Investment accounts, banking, employment benefits, tax planning, real estate, estate planning, digital assets, and more

    • Timeline-Based Actions: Organized by when actions need to be taken (12 months to post-departure)

    • Account-Specific Guidance: Detailed strategies for 401(k)s, IRAs, HSAs, FSAs, 529s, and brokerage accounts

    • Professional Resources Section: Guidance on when to seek specialized help

    • Digital Asset Planning: Often-overlooked technology and online account considerations

    • "What happens to my 401(k) when I leave?"

    • "Can I keep my U.S. investment accounts?"

    • "Will I face penalties for early withdrawals?"

    • "How do I avoid double taxation?"

    • "What about my RSUs and stock options?"

    • "Do I need to sell my house?"

    • "How do I maintain access to my accounts?"

    • And Many More Questions.

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“Client: “I Can Figure This Out Myself”

Our Response: “You could spend months researching each area, or you could have the consolidated expertise of professionals who’ve guided dozens of clients through this exact process.”
— Manasa Nadig, EA & Jane Mepham, CFP
 

Here Are Some Sneak Peeks!

 
 
 
 
 
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