Retirement Planning for Expatriates to Costa Rica
This course helps potential expatriate retirees to prioritize their choices for their lifestyle in an adopted country—what’s vital to have to enjoy life in Costa Rica, how to maximize income and minimize taxes, what possessions to take and how to get them there, activities that help overcome culture shock, and even how to repatriate to the United States. This timely course assists retirees who plan to join the millions of Americans who live the great life abroad.

Course Publication Date: October 16, 2016

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $20.00!

Author:Colleen Neuharth McClain
Course No:FIN-RETPLANCR-0206
Recommended CPE:2.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Advanced Preparation:None
Recommended Field of Study:Specialized Knowledge
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Learning Objectives
  • Recognize how an expat’s experiences of a locale differ from those of tourists.
  • Recognize the unique environmental and cultural features of Costa Rica.
  • Identify types of priorities that drive the choice of an adopted country.
  • Identify the types of tax planning involved in expatriating and subsequent tax reporting.
  • Recognize financial expenses and resources available in Costa Rica versus the United States.
  • Identify which types of property are preferable to bring to the adopted country or obtain after the move.
  • Recognize that success in repatriating requires financial and emotional preparation.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Sponsor Number: 109423


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