I am also watching this thread. My initial, and naive, plan was to withdraw everything after passing the substantial presence test and pay the penalty. This was before our 401k grew larger than our yearly current income, making this moot (assuming it was a good plan to begin with…). I would think one has to consult before leaving but finding good advice is difficult.
Statistics: Posted by jerome-mo — Tue May 07, 2024 8:23 am — Replies 5 — Views 1238