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Educational Materials for Expats

IRA Contributions for Expats
Years of advice on retirement have left many Americans convinced that the only way they can save for retirement is through an IRA or a Read More
currency for expats
A very important item for U.S. expat investors to understand in their investing lives is currency; moreover, it is an area where a full understanding Read More
FATCA
FATCA is the “Foreign Account Tax Compliance Act” passed by the United States government in order to eliminate (primarily high net worth) Americans using offshore Read More
Schwab, EFS and European Union
This week, Charles Schwab announced that it will no longer be selling Exchange Traded Funds or Exchange Traded Notes to clients who are resident in Read More
SMA
A separately managed account means that investors hold individual stock positions that are managed by an outside money manager. Such a manager may also run Read More
accidental americanism
With headway on reform of the U.S. tax-code towards residency-based taxation seemingly having hit a standstill, victims of the various U.S. tax and compliance rules Read More
bumper cars
The chief problem of the U.S.-China trade talks is that neither side seems to want to get to that third culture, never mind building off Read More
image of sports play
Hard to believe, but we’re halfway through the year. After a relaxing 4th of July, this blog is a collection of several key stories that Read More
green hedges
While both the markets in stocks and currencies can show long-term trends, you can work to hedge out short-term fluctuations in the currency market by Read More
piggy bank with umbrella
A recent court decision from the United States highlights some (rare) good tax news for American expats: U.S. tax authorities admit that they wrongly collected Read More
gears with different currency signs
For a long time, the currency exchange market was dominated by firms like Western Union or local banks, who would charge exorbitant commissions and fees. Read More
what is the secure act?
The House of Representatives passed a new bill by an overwhelming majority revising the treatment of key parts of American retirement systems entitled the Setting Read More

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