Financial insights for U.S. Expats living and working in Europe.
US Tax Extension for Expats (Updated for 2024)
Many US expats require tax extension requests, it takes a lot of time and energy to request and collect your foreign documents. If you were abroad on April 18, 2024, you received an automatic extension through June 17, 2024. If you need more time, follow these instructions to obtain an extension through October 16, 2024.
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.
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.
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.
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.
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.
Net Investment Income Tax 2024: 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.
Navigating the Switzerland Tax Rate as a Foreigner
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.
2024 US Tax Planning for Expats
The 2024 US tax season officially opened on January 29, 2024. Are you ready? Review key pointers to keep yourself organized and save time & money.