These knowledge pages contain explainers and guides to Edale’s Wealth Management processes and procedures.
401ks and Rollovers
Information on how Edale works on 401k and rollovers to IRAs.
ACATS Transfers: Tranfering US Pensions
An ACATS transfer (Automated Customer Account Transfer Service) is a standard set of “rails” used to move investments from one brokerage/custodian to another without you having to sell…
Process 401(k) rollover to IRA when live outside US (Expat / Non-Resident Alien)
401(k) to IRA rollover for expats: how cash moves, cheques, timelines, and common issues for non-resident aliens living outside the US.
Roth IRA and Traditional IRA
Details on pre and post tax US Pensions for expats.
Pension Tax Efficiency
Being tax efficient with your pensions when an expat or hold overseas pensions.
Investment Choices and Options
Details on the approach and style of our investment portfolios
Risk and Liquidity in our Portfolios
Details on risk profiling and our wealth management framework.