Educational Materials for Expats
Five Things for Americans to Know Before Moving to the United Kingdom
Hundreds of thousands of Americans reside in the UK. If you’re thinking of becoming one of them, you should keep these five items in mind.
The Hidden Costs of Claiming the Foreign Earned Income Exclusion
For the majority of expats, claiming the FEIE each year will absolutely be the right thing to do. However, in this article I will consider some of the drawbacks of using the FEIE, and consider instances where claiming the FEIE may actually have hidden costs.
Navigating the Expatriation Process for U.S. Citizens
Thinking of renouncing your American citizenship? Consider these financial implications before expatriation.
AS PORTUGAL’S EXPAT POPULATION BOOMS, ITALY AND GREECE JOIN THE COMPETITION
Stan Farmer compares the relatively new tax programs in Italy and Greece with Portugal’s Non-Habitual Residence (NHR) program.
A Bear Market in Search of a Recession – What’s in Store for 2023?
Many market commentators are predicting a recession in 2023. Syl Michelin, CFA, takes a deeper dive into the data to examine that sentiment.
What is the Best Brokerage for Expats?
One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them may not be able to be purchased. As a result, there are some custodians in our experience that are more friendly than others. Some expats believe that they can just use a P.O. Box or a friend’s address, but in many cases, it is not that simple!
Tax Loss Harvesting for U.S. Expats & Americans Abroad
Tax loss harvesting is selling investments at a loss to help with tax reduction. But how does it apply to Americans living outside the U.S.?
College Savings for U.S. Expats and Americans Living Abroad
Saving for college is often one of the goals our clients want to achieve. But how does being an American abroad change college savings?
What to Know about U.S. Estate and Income Tax for Foreign Investors
If you’re a foreign national considering investing in the U.S., you should be aware of what that means for U.S. income and estate taxes.
Can a Non-Citizen or Foreigner Invest in the U.S.?
There are lots of myths and misconceptions about non-American citizens investing in the U.S. We address the basics in this podcast.
WEBINAR: Moving to Portugal as an American
Join Walkner Condon as we dive into the essentials of financial life for Americans moving to Portugal or thinking about retirement there.
Can I Contribute to an IRA as an American Expat?￼
“I’m not allowed to contribute to an IRA because I’m an expat.” That’s a very common belief in the U.S. expat community; it’s also false.
Have a question or interested in getting some questions answered? Contact us and we will get right back to you.