What is Disability Insurance?
Disability insurance is a type of insurance that will provide income in the event a worker is unable to earn a living due to a disability. This type of insurance is important as individuals are significantly [...]
The PFIC Problem
Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]
International Estate Planning: Five Key Issues to Consider
In today’s interconnected world, cross-border estate planning is an important issue for global families. This is especially true when one or more individuals is a U.S. citizen or green card holder. A coordinated international [...]
What Should U.S. Taxable Investors Know About FATCA and CRS?
When investing outside of the United States, U.S. taxable investors must now confront multiple new international tax laws. This includes the U.S. Foreign Account Tax Compliance Act (FATCA) law and the Organization for Economic [...]
Five Common Questions on 529 College Savings Plans
Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]
Top 12 Financial Planning Issues for American Citizens Living in the UK
American citizens living in the UK face a complex interaction of U.S. and UK tax law as applied to their investments and retirement savings. The U.S. government taxes American citizens on their worldwide income based upon citizenship rather than [...]
Investing as an American Expat
Increasingly, American citizens are moving overseas to advance their careers, to retire abroad, or for family reasons. Living in another country is exciting but brings forth many new challenges. This includes adapting not only to a new culture, but [...]
7 Hidden Costs of Retiring Abroad
Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]
American Expat: Brokerage Account Closures and Restrictions
American citizens living abroad face many complicated investing and compliance issues (such as finding an American expat brokerage firm). Careful attention must be paid to their selection of investments, filing a U.S. expat tax return, dealing with the Foreign [...]