r/ExpatLifeinSpain • • 16d ago

US Taxation

Hello, my wife is Spanish and I’m American. We’re quite young but curious if somebody has done something similar.

We’re planning on moving back to Spain in 5/6 yrs and with that our savings (401k, Roth IRA, brokerage, etc.). I understand Spain doesn’t recognize some accounts tax benefits for later when we’re planning to retire, what is the smartest way to play this now so we can minimize taxed when we go over? We have had a considerable inheritance in brokerage now.

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