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KPMG article: Social Security planning for expatriates, cross-border workers

Seven Social Security considerations that could factor into retirement planning

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january 23, 2026

International workers and retirees must consider a complex array of factors in planning for future Social Security entitlement, including totalization agreements, work impacts, foreign benefits, timing, location, taxation, and Medicare changes.

Read a January 2026 article* prepared by a KPMG LLP tax professional that examines seven often overlooked Social Security considerations that could factor into retirement planning.

* Reproduced with permission from Tax Management International Journal, 1/15/2026. © 2026 by Bloomberg Industry Group, Inc. (800-372-1033) http://www.bloombergindustry.com

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