Unfortunately the US continues to tax many savings vehicles used by foreign retirement accounts disadvantageously (PFIC rules). We are working on raising awareness of this unfair practice in Washington. In some of the recently negotiated Intergovernmental Agreements, like in Switzerland, many foreign retirement programs are exempted from FATCA reporting. In some, but not all, countries some form of similar treatment...
US Issues News
Featured
Featured
Retirement planning while living abroad is never easy but it's very important! Here are some links to get you started. And please remember some of the information below is country specific.
Start Here!
US Tax Guide for Americans Retiring Abroad PDF: 10 things every retiree needs to know about Social Security, investments, insurance and cost-saving deductions, credits and exclusions
Basic...
Featured
Thun Financial Services advises Why Americans Should Never, Ever Own Shares in a Non-US Incorporated Mutual Fund PDF (128 KB)
Featured
Not sure where to start? Let us help! Below are some great resources with basic information, suggestions and tips for working on your financial strategy. They are all from outside consultants so all links will take you to their websites and information.
A Financial Guide For the American Expatriate
Timberchase Financial, includes a handy PDF guide
Featured
It's never too late to start making big or small financial decisions regarding your future. Check out the resources below to get going.
US Tax Guide for Americans Retiring Abroad PDF by Green Back Tax Services
Post Financial Cliff Financial & Tax Planning for Overseas Americans in Switzerland PDF (27 KB) but informative for Americans everywhere!
Featured
The Foreign Account Tax Compliance Act, better known as FATCA, was passed in 2010 as part of the HIRE act. Starting in 2014 foreign financial institutions (FFI) will be required by the US government, under FATCA, to report information regarding accounts of US citizens, US persons, Green Card holders and individuals holding certain US investments to the IRS. This law...