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Latest News & Insights

Lifestyle Financial Planning

Moving to the United States

A practical, SEC-compliant guide for foreign nationals moving to the U.S., explaining how foreign assets, pensions, and investments are treated under U.S. tax and reporting rules.

December 15, 2025

US Estate Tax

Estate Planning for U.S. Expats

A practical, SEC-compliant guide explaining U.S. estate tax, global assets, and cross-border considerations for Americans living abroad. Slug: /estate-planning-us-expats-guide.

December 15, 2025

FEIE vs. Foreign Tax Credit (FTC): A Practical Guide for U.S. Expats

A practical guide explaining how FEIE and the Foreign Tax Credit differ, and how U.S. expats may use them to reduce double taxation.

December 10, 2025

Understanding Double Taxation for U.S. Expats

A practical guide explaining how double taxation affects U.S. expats, and how FEIE, the Foreign Tax Credit, and tax treaties may reduce overlap.

December 10, 2025

401K Rollovers

Common 401(k) Issues U.S. Expats Should Be Aware Of

A practical guide explaining common 401(k) issues for U.S. expats.

December 10, 2025

Retirement Planning

Retirement Planning for U.S. Expats

A practical guide explaining multi-country pensions, currency considerations, and cross-border income planning for Americans living abroad.

December 10, 2025

American Tax in the UAE and Dubai: A Practical Guide for U.S. Expats

A practical, SEC-compliant guide explaining U.S. tax rules for Americans living in the UAE, including FEIE, FTC, reporting obligations, and investment considerations.

December 10, 2025

401K Rollovers

Leaving the United States: A Practical Guide to 401(k)s

A practical guide explaining what happens to your 401(k) when leaving the U.S., including rollover options and taxation rules.

December 10, 2025

Tax Compliance & Planning

Double Taxation for Foreigners Living in the United States

A practical, SEC-compliant guide explaining how double taxation works for foreign nationals living in the U.S., including residency rules, tax treaties, worldwide income, and common cross-border considerations.

December 10, 2025

401K Rollovers

A Practical Guide to 401(k) Rollovers for Americans Living Abroad

A practical guide explaining how 401(k) rollovers work for Americans living abroad. Learn about options, tax considerations, provider rules, and suitabilit

November 26, 2025

Investment Review

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

Learn how ISAs, Premium Bonds and UK savings accounts are taxed in the U.S., and what British expats should do to stay compliant.

November 22, 2025

Investment Review

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations

Indian wedding costs in the U.S. can be high. Learn how to budget, manage transfers from India, handle tax rules, and protect long-term financial goals.

November 19, 2025

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Latest News & Insights

Moving to the United States

Estate Planning for U.S. Expats

FEIE vs. Foreign Tax Credit (FTC): A Practical Guide for U.S. Expats

Understanding Double Taxation for U.S. Expats

Common 401(k) Issues U.S. Expats Should Be Aware Of

Retirement Planning for U.S. Expats

American Tax in the UAE and Dubai: A Practical Guide for U.S. Expats

Leaving the United States: A Practical Guide to 401(k)s

Double Taxation for Foreigners Living in the United States

A Practical Guide to 401(k) Rollovers for Americans Living Abroad

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations