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Articles
October 18, 2023
U.S. Expats Social Security Income vs. the Windfall Elimination Provision (WEP)
U.S. expats who possess foreign pensions should be aware of the potential
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September 28, 2023
Roth Conversion Strategies for US Expats
Roth contributions and conversions can be beneficial for American
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September 18, 2023
Protecting Your Beneficiaries While Living Abroad
Regardless of one's location, it is crucial to keep beneficiary
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August 29, 2023
Do Trusts Make Sense for US Expats Living Abroad?
Revocable and Irrevocable trusts are effective estate planning tools to preserve assets and save a
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August 16, 2023
6 Tips to Help Protect and Grow the Value of Your Investments
Inflation has garnered considerable attention in recent news.
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July 31, 2023
The Advantages of Gifting Roth IRAs
When it comes to selecting thoughtful gifts, considerations of financial security may not always
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July 13, 2023
5 Misconceptions on U.S. Expat Tax Savings Strategies
There is frequently considerable ambiguity among American expatriates regarding the intricacies
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June 29, 2023
How to Minimize Market Risk During Early Retirement Stages
The apprehension among retirees regarding the stability of their....
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June 15, 2023
3 Key Risks Facing Investors in 2023
The North American Securities Administrators Association (NASAA), an esteemed organization
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May 30, 2023
Why U.S. Expats Need a Fiduciary Cross-border Financial Advisor
If you are an American living abroad, you have probably faced
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May 15, 2023
NFT Investments through IRAs and Roths
In March, the IRS released a notice that highlighted the potential for unexpected taxes and penalties
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April 28, 2023
3 Tips for Receiving U.S. Inheritance while Living Abroad
The process of navigating the complex tax and investment hurdles
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