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All articles (190)
- Moving from the United States to Canada with Investments and Retirement Accounts
- Before a Foreign Citizen Becomes a United States Tax Resident
- Retiring Across Countries Without Losing the Financial Thread
- Receiving an Inheritance from Outside the United States
- Investing Abroad When Local Funds Create United States Tax Questions
- What to Do When a Broker Limits Your Account After an International Move
- The United Kingdom Four Year Foreign Income and Gains Window
- Financial Planning for a United States and United Kingdom Couple
- What United States Citizens Still File After Moving Abroad
- IRA and Roth Decisions for Americans Living Outside the United States
- Financial planning for Americans in Australia
- Financial planning for Americans in Austria
- Financial planning for Americans in France
- Financial planning for Americans in Germany
- Financial planning for Americans in Ireland
- Financial planning for Americans in Italy
- Financial planning for Americans in Mexico
- Financial planning for Americans in the Netherlands
- Financial planning for Americans in New Zealand
- Financial planning for Americans in Norway
- Financial planning for Americans in Portugal
- Financial planning for Americans in Puerto Rico
- Financial planning for Americans in Saudi Arabia
- Financial planning for Americans in Singapore
- Financial planning for Americans in Spain
- Financial planning for Americans in Sweden
- Financial planning for Americans in Switzerland
- Financial planning for Americans in the United Kingdom
- The 90-day cross-border financial checklist
- Why an ordinary foreign fund can become a U.S. tax problem
- Foreign earned income exclusion or foreign tax credit? A planning framework
- How to coordinate retirement across two systems
- Five questions for a cross-border estate-plan review
- Concentrated stock before an international move
- A currency policy for globally mobile families
- Family governance when heirs live in different countries
- DAFT and the Netherlands: a private-wealth planning map
- U.S.–Germany wealth planning: accounts, pensions, and timing
- Planning before moving to the United States
- Planning before leaving the United States
- A 12-month financial calendar for an international move
- Returning to the United States after years abroad
- The annual financial review for Americans abroad
- How to build a multi-currency household budget
- Designing an international banking structure
- Health insurance when living abroad
- Moving from the United States to Norway: a financial planning guide
- Moving from the United States to Sweden: a financial planning guide
- Moving from the United States to Finland: a financial planning guide
- Moving from the United States to Denmark: a financial planning guide
- Financial planning for Americans living in France
- Financial planning for Americans living in the United Kingdom
- Moving from the United States to Switzerland: a financial planning guide
- Moving from the United States to Austria: a financial planning guide
- Moving from the United States to Ireland: a financial planning guide
- Moving from the United States to Portugal: a financial planning guide
- Moving from the United States to Spain: a financial planning guide
- Moving from the United States to Italy: a financial planning guide
- Moving from the United States to Mexico: a financial planning guide
- Will your U.S. brokerage account work after you move abroad?
- Why Americans in Europe can struggle to buy U.S. ETFs
- A practical currency policy for a cross-border portfolio
- Concentrated company stock before a cross-border move
- How to review investments inside a foreign pension
- Roth conversions while living abroad
- IRA contributions for Americans abroad
- Using a 529 plan for study abroad
- FBAR and Form 8938 are not the same filing
- Physical presence or bona fide residence for the FEIE?
- The foreign earned income exclusion for married couples abroad
- How the FEIE, foreign tax credit, and IRA eligibility interact
- Ending state residency before moving abroad
- Understanding the covered expatriate tests
- How FATCA affects everyday banking abroad
- The first reporting review for a foreign trust
- U.S. founders with foreign companies: the first compliance map
- How Social Security totalization agreements work
- Receiving U.S. Social Security while living abroad
- What the repeal of WEP and GPO means for Americans abroad
- Taking required minimum distributions while living abroad
- Medicare decisions when retiring abroad
- Medicare eligibility for non-U.S. citizens
- Foreign pension lump sum or lifetime income?
- U.S. estate tax and U.S.-situs assets for nonresidents
- Estate and gift planning with a non-U.S.-citizen spouse
- A beneficiary review for families living abroad
- A practical checklist for overseas heirs of U.S. assets
- Before serving as trustee while living abroad
- Coordinating wills across countries
- Cross-border charitable giving without losing the tax benefit
- The Financial Timeline for Moving Abroad
- How to Choose a Country Without Letting Taxes Make the Decision
- The First 90 Days Abroad Financial Checklist
- Returning to the United States After Years Abroad
- A Cross Border Budget That Survives Currency Swings
- Should You Buy or Rent a Home Abroad
- Banking Across Borders Without Losing Access
- Insurance Gaps That Appear After an International Move
- Moving Abroad With Children
- The Annual Cross Border Financial Review
- Moving From the United States to Germany
- Moving From the United States to the Netherlands
- Using DAFT to Build a Life in the Netherlands
- Moving From the United States to France
- Moving From the United States to the United Kingdom
- Moving From the United States to Sweden
- Moving From the United States to Norway
- Moving From the United States to Switzerland
- Moving From the United States to Portugal or Spain
- Moving From the United States to Italy or Ireland
- Why Americans Abroad Still File U S Tax Returns
- How Tax Residency Is Determined When Two Countries Claim You
- Foreign Earned Income Exclusion or Foreign Tax Credit
- FBAR and FATCA Reporting Without the Acronyms
- Ending State Tax Residency Before Moving Abroad
- How U S Tax Treaties Help and Where They Do Not
- Tax Planning for Mixed Status Married Couples
- The U S Tax Entry Checklist for Foreign Nationals
- Year End Tax Planning for U S Expats
- When Foreign Business Ownership Triggers U S Reporting
- Why Brokerage Accounts Get Restricted After an Overseas Move
- PFICs Explained for Everyday Investors
- The U S U K Investment Catch 22
- Building a Globally Diversified Portfolio While Living Abroad
- Currency Risk Is More Than the Exchange Rate
- ETFs Mutual Funds and Individual Securities for Expats
- Asset Location Across U S and Foreign Accounts
- Investing a Foreign Pension Alongside U S Accounts
- How to Evaluate a Cross Border Financial Advisor
- Protecting Cross Border Accounts From Fraud
- Coordinating U S and Foreign Retirement Accounts
- How Totalization Agreements Affect Social Security
- Social Security After the Windfall Elimination Provision Repeal
- Required Minimum Distributions While Living Abroad
- Roth Conversions for Americans Abroad
- Medicare Decisions for Americans Living Overseas
- Social Security Benefits for a Foreign Spouse
- Pension Lump Sum or Lifetime Income
- Retiring Abroad Without Underestimating the Cost
- A Retirement Withdrawal Strategy for Two Tax Systems
- Do You Need More Than One Will
- U S Situs Assets and Estate Tax for Nonresidents
- Receiving a U S Inheritance While Living Abroad
- Receiving a Foreign Inheritance as a U S Taxpayer
- Estate Planning With a Non U S Citizen Spouse
- Beneficiary Designations Across Borders
- When a U S Trust Crosses a Border
- Becoming a Trustee While Living Abroad
- Cross Border Gifting During Life
- The Cross Border Incapacity and Emergency Plan
- Choosing a School While Living Abroad
- Using a 529 Plan for Study Abroad
- When a 529 Plan Creates Foreign Tax Problems
- Newlyweds With Two Countries and Two Financial Systems
- Divorce When U S and Foreign Assets Are Involved
- Raising Children Abroad Without Losing Financial Flexibility
- Cross Border Philanthropy That Reaches the Intended Charity
- Supporting Aging Parents Across Borders
- Moving Abroad After a Major Life Event
- A Family Document System for International Life
- Before You Become a U S Tax Resident
- Green Card Tax Planning From Entry to Exit
- The Substantial Presence Test for Frequent U S Visitors
- Foreign Investments That Become Tax Toxic in the United States
- U S Estate Tax Exposure for Foreign Nationals
- Social Security and Medicare for Non U S Citizens
- Leaving the United States With Foreign and U S Assets
- Covered Expatriate Rules for Long Term Green Card Holders
- Foreign Trusts and the U S Tax System
- Building a U S Investment Plan as a New Resident
- Starting a Business Abroad as a U S Citizen
- Moving a Founder to the United States
- Stock Options and Restricted Stock Across Borders
- Selling a Business While Living Abroad
- Foreign Companies and Controlled Foreign Corporation Rules
- Retirement Saving for American Entrepreneurs Abroad
- International Banking for a Small Business
- Permanent Establishment Risk for Remote Founders
- Cross Border Succession Planning for a Family Business
- The Founder Expatriation Decision
- The Cross Border Financial Plan on One Page
- How to Build a Cross Border Adviser Team
- A Relocation Risk Register for International Moves
- Comparing Tax Regimes Without Relying on Headline Rates
- A Multi Currency Emergency Fund
- The Cross Border Cost of Living Calculator
- The International Account Inventory
- A Decision Tree for Keeping or Closing Financial Accounts
- How to Read a Cross Border Tax Return
- The Cross Border Planning Questions to Ask Before Any Major Decision
Fictional example conversations (14)
- Moving to Germany: what should I ask my U.S. brokerage?
- Planning a Dutch move: which list comes first?
- How do you coordinate a U.S.–U.K. tax calendar after moving?
- What belongs in a France–U.S. inheritance inventory?
- Work in Germany and the U.S.: where do I start on retirement benefits?
- Keeping a U.S. home after a move: which records matter?
- What's one small thing that helped in your first month abroad?
- Moving to the U.S.: what records should I gather now?
- How do you plan for bills in two currencies?
- My clients stay put, but I might move. What should I ask?
- Moving with kids: what did you keep close at hand?
- What do you do when two advisers give different answers?
- Thinking of retiring abroad: what should we ask first?
- Could we make community questions easier to read?