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Financial insights for U.S. Expats living and working in Europe.

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

Understanding the Final Pillar of the Swiss Pension System: Pillar 3a and 3b

As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.

Pillar 1: A Deep Dive into the Swiss Pension System for American Expats

Pillar 1: A Deep Dive into the Swiss Pension System for American Expats

As the first of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 2 and Pillar 3

How Does Swiss Health Insurance Work? A Guide for U.S. Expats

How Does Swiss Health Insurance Work? A Guide for U.S. Expats

For U.S. expats moving to Switzerland, navigating the Swiss health insurance system can often feel overwhelming. With its mandatory requirements, supplementary options, and unique considerations, it’s essential to understand how Swiss insurance works to ensure you and your family are adequately protected. To help break it all down, Arielle Tucker, CFP® & EA, recently spoke with Jenny Goodwin, an independent broker and the owner of InSwift, which specializes in helping expats navigate the Swiss insurance landscape. Jenny provided valuable insights into what’s required, what’s recommended, and how to make informed decisions about your coverage.

What Windfall Elimination Provision Repeal Means for U.S. Expats

What Windfall Elimination Provision Repeal Means for U.S. Expats

The long-anticipated Windfall Elimination Provision repeal is now official, bringing major changes for millions of Americans receiving Social Security—especially U.S. expats with foreign pension income. This article breaks down how the repeal of the Windfall Elimination Provision affects retirees abroad, what changes to expect in monthly benefits, and what the end of the WEP means for future Social Security planning.

Form 3250, Part IV: Reporting Gifts from Foreign Persons

Form 3250, Part IV: Reporting Gifts from Foreign Persons

Questions around the foreign gift tax typically arise when an American receives money from a non-US person. Chief among these are: “Do I have to pay tax on a foreign gift?” and “Do gifts count as income?” The short answer to both of those questions is no, at least as far as the IRS is concerned. But, there are some key details to be aware of.

Strategic Expat Retirement Planning for US Pension Account Holders

Strategic Expat Retirement Planning for US Pension Account Holders

Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.

Switzerland Tax Rate Breakdown for Foreigners – 2025 Guide

Switzerland Tax Rate Breakdown for Foreigners – 2025 Guide

Navigating taxes in Switzerland as an American will feel different from taxes in the US, so we've compiled this guide full of the latest information. Think of it as your crash course in Swiss taxes, created by and for expats.

Retiring in Switzerland: A Guide for U.S. Citizens

Retiring in Switzerland: A Guide for U.S. Citizens

Retiring in Switzerland offers U.S. expats a high quality of life, stunning scenery, and excellent healthcare. Key considerations include the retirement age, financial resources, and health insurance. U.S. citizens need to meet specific requirements and manage tax implications and cost of living.

How to Move to Germany as an American (Financial Considerations)

How to Move to Germany as an American (Financial Considerations)

Commonly cited advantages of moving to Germany include an affordable healthcare system, reliable public transportation, and strong protections for full-time employees—all of which are generally true compared to the U.S. However, Americans moving to Germany should be mindful of the financial implications of moving abroad. Here, we review several important questions Americans moving to Germany should seek to answer prior to their departure.


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