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News & Insights

Read About The Latest News, Updates & Other Key Trends In Finance

Latest News & Insights

Retirement Planning

403(b) vs 457(b) for Educators: Which Is Better Before 59½?

403(b) vs 457(b) for educators: compare early withdrawal rules, 2026 limits, catch-ups, fees and Roth options before retirement.

September 25, 2026
2026
09
25
Retirement Planning

Changing School Districts in Kansas or Missouri? What Happens to Your Teacher Pension

Changing school districts in Kansas or Missouri? Learn what happens to your teacher pension, including KPERS, PSRS/PEERS, vesting, refunds and service credit.

September 25, 2026
2026
09
25
Retirement Planning

Can Teachers Retire at 55 in Kansas or Missouri? KPERS & PSRS Rules

Can teachers retire at 55 in Kansas or Missouri? Learn KPERS and PSRS early-retirement rules, pension reductions, 457(b) options and key planning gaps.

September 25, 2026
2026
09
25
Retirement Planning

PSRS & Social Security: What Changed for Missouri Teachers in 2025

Learn what changed for Missouri PSRS teachers after WEP and GPO were repealed, including Social Security eligibility, spousal benefits, credits, and next steps.

September 25, 2026
2026
09
25
Retirement Planning

Missouri PSRS Retirement: When Can Teachers Retire With Full Benefits?

Learn when Missouri teachers can retire with full PSRS benefits, including age, years of service, retirement eligibility and key PSRS requirements.

September 20, 2026
2026
09
20
Retirement Planning

How KPERS Retirement Works for Kansas Teachers: 3 Tiers Explained (2026)

Learn how KPERS retirement works for Kansas teachers, including KPERS 1, 2 and 3, pension calculations, retirement eligibility, benefits and Social Security.

September 19, 2026
2026
09
19
Tax Compliance & Planning

Swiss Pillar 2 & Pillar 3a US Tax: What Americans in Switzerland Need to Know

Swiss Pillar 2 and Pillar 3a US tax explained for Americans in Switzerland, including contributions, distributions, FBAR, Form 8938, PFICs and reporting.

September 19, 2026
2026
09
19
Lifestyle Financial Planning

Americans in Switzerland: US Taxes, Financial Planning & Pensions (2026)

Americans in Switzerland: understand US taxes, Swiss tax, pensions, FBAR, FATCA, Social Security and financial planning in 2026.

September 19, 2026
2026
09
19

Americans in France: US Estate Tax & French Forced Heirship Explained

How US estate tax, French forced heirship and Brussels IV affect Americans in France, including the 2026 $15M US estate tax exclusion and non-citizen spouses.

September 18, 2026
2026
09
18
Lifestyle Financial Planning

How France Taxes 401(k), IRA & Roth Withdrawals for Americans: US-France Tax Treaty Guide

Learn how France taxes US 401(k), IRA and Roth withdrawals for Americans, including Article 18, French tax credits, Form 2047, US withholding and treaty rules.

September 18, 2026
2026
09
18
Lifestyle Financial Planning

Americans in France: US Taxes, FBAR & Financial Planning Guide 2026

Living in France as a US citizen? Understand US taxes, FBAR, PFICs, pensions, assurance vie, Social Security and financial planning in 2026.

September 18, 2026
2026
09
18
UK Pension Transfers

UK Pension Transfer Options for US Residents (2026): QROPS vs SIPP vs Leaving Your Pension in the UK

Compare UK pension options for US residents: leave your pension in the UK, transfer to a SIPP, or consider a QROPS. Explore tax, charges, flexibility, and estate factors.

July 23, 2026
2026
07
23
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