The Top 5 Services Your American Expat Financial Advisor Must Offer
Financial Freedom Across Borders for the American Expat Lifestyle Living the expat life is an adventure of a lifetime, but let’s be honest, managing your finances while soaking up life in a new country can be as perplexing as trying to decipher a foreign language menu without Google Translate. This is where a sharp American […]
Maximizing Wealth Transfer: Understanding Grantor Retained Annuity Trusts (GRATs)
Understanding Grantor Retained Annuity Trusts (GRATs) In the scope of sophisticated estate planning and wealth management strategies, Grantor Retained Annuity Trusts, commonly known as GRATs, have emerged as a powerful tool for high net-worth individuals looking to efficiently transfer wealth to the next generation. A GRAT is a financial instrument that allows an individual […]
Mastering the Financial Frontier: Navigating Finance and Investment as an American Expatriate
Finance and Investment as an American Expatriate The Global Footprint of American Expatriates In recent years, many Americans have been venturing beyond the familiar confines of their homeland, seeking new horizons and opportunities across the globe. This phenomenon of American expatriation is not just a fleeting trend but a robust movement, reshaping the traditional […]
The Unmet Needs of American Expat Wealth Management Clients
Bridging the Gap: Addressing the Overlooked Financial Needs of American Expats The world of wealth management is vast and intricate, with a plethora of services tailored to meet the diverse needs of clients. However, when it comes to American expatriates, there seems to be a gap between what is offered and what is truly desired. […]
Challenges American Expats Face with Their Retirement and Investment Planning
The allure of living abroad is undeniable. From the picturesque landscapes of Europe to the bustling markets of Asia, many Americans are choosing to live as expatriates (expats) for a myriad of reasons, including work, love, or simply the desire for adventure. However, while the experience can be enriching, American expats face unique challenges when […]
Countries With the Most American Expats
Millions of American citizens are currently living abroad. However, the United States does not formally count the number of Americans who move to other countries and does not require its citizens to register an official place of residence. This makes keeping track of American expatriates a challenge. The United Nations Population Division currently estimates that […]
How 10 Types of Retirement Income Get Taxed
When you’re planning for retirement, it’s fun to contemplate all the travel and rounds of golf ahead of you, but don’t forget about taxes. When you’re planning for retirement, it’s fun to contemplate all the travel, rounds of golf and restaurant meals you have ahead of you. You’ve earned it! You may also want to […]
COVID-19 & Travel Restrictions & Quarantine Rules for Expats (Checklist)
If you’re an expat, you’ve probably got an interesting story to tell about living in a foreign country during the COVID-19 pandemic. What COVID-19 travel guidelines do you need to follow? And what is the general state of global travel? Read the Full Article here
Zoom Towns – The Countries and States That will Pay you to Move There
No, we’re not making this up – there really are states, cities, and entire countries that will pay you to move there. In some cases, they are offering expatriates and digital nomads start-up grants to encourage more entrepreneurs into the area. Others are offering various financial incentives if you can bring a property back to […]
How Does the 2021 US Tax Deadline Change Affect Expats?
On March 17, the Treasury and the IRS announced that the 2021 federal income tax return filing deadline for individuals was being moved back to May 17 for filing 2020 taxes. The new due date is May 17 rather than May 15 because May 15 falls on a Saturday this year. The extension also applies […]