Blog

Deciding to move abroad from the U.S. with your family is an exciting and life-changing decision, and, for high-earners, planning is especially critical. Citizenship-based taxation means that as long as you hold a U.S. passport, you are likely required to continue filing U.S. tax returns – even when you move abroad. What’s more, the strategies around everything, including how to file your tax return and financially plan for your future, change depending on the country you’re moving to.
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Roth conversions: with TCJA/OBBB-era rates still in place, see when a year-end conversion makes sense (rules, pitfalls, and expat notes).
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Citizenship-based taxation impacts U.S.-connected people, including citizens, green card holders, and others with U.S. ties. This article explores the complexities of American tax obligations for those living abroad, providing insights for expats and anyone planning to move overseas. Understanding these regulations helps ensure compliance and minimize tax liabilities while navigating the unique challenges of living outside the United States.
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Does Germany have Social Security? Learn how the German pension works, the pension age, and how much you might get—plus U.S.–Germany coordination.
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Switzerland’s family allowance helps with the cost of raising children. It’s a national system with federal minimums, topped up by the cantons. There are two main benefits everywhere in Switzerland: a child allowance (generally until age 16) and an education/training allowance (for apprentices and students up to age 25). Some cantons also pay birth or adoption grants.
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Returning to the U.S. after living abroad? Here’s your complete repatriation guide, from tax planning (FEIE vs. FTC) and credit rebuilding to healthcare, housing, and cross-border investments.
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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.
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Expecting a baby in Germany? This guide for U.S. expats explains prenatal care, delivery options, costs, insurance requirements, and postnatal benefits in Germany. Learn how the German healthcare system compares to the U.S. and what to prepare for a safe, affordable, and supportive childbirth experience abroad.
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