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As an American, filing U.S. taxes while living abroad can be challenging if you don't know where to start. U.S. expatriate taxes involve careful cross-border planning to ensure that you aren't being double taxed and your taxation is optimized for your location. This guide has been updated for 2025 to help you successfully navigate U.S. expat tax season.
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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.
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Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.
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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.
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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.
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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.
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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.
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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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