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The Retire Abroad Starter Checklist
The money questions to answer before you even pick a country. Download it, print it, work through it with a pen.
A peek at what's inside
- Run your numbers through the SSA's Payments Abroad screening tool — confirm your benefits follow you
- Decide the Medicare Part B question: keep paying, or accept the 10%-per-year penalty risk?
- Price health insurance that actually covers residents, not travelers
- Build an all-in monthly budget: rent, healthcare, visa fees, tax drag — with a 15% safety buffer
- Check your state's tax rules — some states don't let go easily
- Confirm your target country's visa income threshold against your real income
- Read one full cons chapter before falling in love with any country
- Line up banking, mail, and a phone plan that work from abroad
Download the free checklist (PDF)
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Done with the checklist? Get the full Pack.
The checklist asks the questions. The Honest Country Guide Pack ($39) answers them — 6 country deep-dives with cons chapters, your Social Security math, the Medicare decision, retiree taxes, logistics, and worksheets.
See the $39 Pack