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Financial insights for U.S. Expats living and working in Europe.

Explaining Inflation February 2023

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.

End of Year Tax Planning for US Expats

End of Year Tax Planning for US Expats

End-of-year tax planning can be especially important for U.S. expats, as they may have additional tax considerations to take into account. Here are a few steps that U.S. expats can consider as part of their end-of-year tax planning

Final 2022 IRS Estimated Tax Payment Due January 17, 2023

Final 2022 IRS Estimated Tax Payment Due January 17, 2023

The final 2022 IRS estimated tax payment is due on January 17, 2023

Should I do a Roth Conversion before the end of the year? (2022)

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


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