Financial insights for U.S. Expats living and working in Europe.
The Swiss Pension System Explained: Pillar 2
As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See also Pillar 1 and Pillar 3.
Read Article
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.
Read Article
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.
Read Article
Should I do a Roth Conversion before the end of the year? (2022)
Learn more about a Roth IRA and reasons to consider a Roth conversion in 2022
Read Article
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.
Read Article
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
Read Article
Net Investment Income Tax 2025: Do You Have to Pay It?
Updated in June 2024, this article defines the types of income that qualify as net investment income (NII) and breaks out the qualifying income thresholds based on filing status. We also present a high-level overview of strategies that may be used to mitigate NIIT and answer a few common questions.
Read Article
International Estate Planning for Americans Living Abroad
US citizens residing in Europe must consider the potential for estate and inheritance tax exposure by both the European country as well as the United States. This means making a targeted evaluation between the US and the tax jurisdiction in which you reside, ideally hand-in-hand with a qualified professional who can help you design a custom plan for you and your future.
Read Article
IRS Proposal Would Boost Reporting Demands on Americans Abroad
Proposed IRS rules would significantly increase reporting demands for Americans abroad and require meticulous compliance and proactive management to avoid penalties and protect beneficiary interests, say Arielle Tucker of Connected Financial Planning and Duncan Teed of Tax Logicians.
Read Article