As a tax accountant, I am regularly asked about bank accounts and the best credit cards for US expats. Most often, the main discussion point has to do with the...
An Individual Retirement Account (IRA) is a popular and smart way that many Americans (including expats) save for retirement. One can contribute up to $5,500 per year ($6,500 if age...
Social Security is a lifelong pension provided by the US government. It can be a critical source of income during one’s retirement years. Most important to note, it is a...
Living abroad, many US expats give too little thought to saving for retirement. Some basic financial planning is absolutely critical, and helps to avoid the unenviable position of reaching retirement...
You got kids. They may be small now, but before you know it, they’re off to college. Unfortunately, the cost of a university degree in the United States has become...
Simply put, tax-efficient investing means structuring your investments such that taxes are minimized. This relates to an important saying: “It’s not what you earn, but what you keep.”
Tax-Efficient Investing
Investments generate...