Financial insights for U.S. Expats living and working in Europe.
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.
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Explaining Inflation February 2023
Inflation has been in the news for much of the last year, and current inflation levels aren’t something most current investors have previously experienced. Let’s explore some of the basics of inflation and provide some outlook based on current conditions.
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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.
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2023 U.S. Expat Tax Organizer
Navigating the ins and outs of US tax filing while living abroad may seem like a daunting task, but fear not – we've got your back! Download our 2023 U.S. expat tax organizer to prepare for tax season.
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Understanding Health Insurance in Germany: A Guide for U.S. Expats
Moving to Germany from the U.S. brings many exciting opportunities, but navigating the country's healthcare system can be complex. Germany boasts a universal multi-payer healthcare system, ensuring that all residents have access to medical services. This guide aims to provide U.S. expats with a comprehensive overview of how health insurance works in Germany.
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What is an ID.me Account? Easing Expat Access to U.S. Accounts
Establishing and effectively managing online accounts with the Internal Revenue Service (IRS) and the Social Security Administration (SSA) is fundamental to living abroad as an American. We cover how to use ID.me to make online access easier.
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What is Currency Risk (and How Can U.S. Expats Manage It?)
Expats have special considerations around foreign currency risk management due to their globally mobile lifestyle. In this article, we break down FX risk, addressing primary concerns and, broadly, how to navigate this complex landscape.
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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.
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