Financial insights for U.S. Expats living and working in Europe.
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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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.
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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.
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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.
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Moving to Europe from the USA: What Americans Need to Know
An overview of the essentials for those moving to Europe from the US covering: employment & visas, obtaining EU citizenship, family considerations, banking & financial services, insurance, and tax and financial planning.
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Final 2022 IRS Estimated Tax Payment Due January 17, 2023
The final 2022 IRS estimated tax payment is due on January 17, 2023
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