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Retiring in Italy

In research and expert review

401(k) and IRA Withdrawals While Living in Italy

How retirement account withdrawals are treated when you are an Italian tax resident, and why sequencing matters.

What this guide will cover

  • Treatment of distributions under the treaty
  • Roth conversions and timing questions
  • Brokerage restrictions for clients with foreign addresses

We publish a page when we can source it properly, not before. Legal, tax, and healthcare material also goes through outside review.

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