Retirement Abroad
Managing U.S. Retirement Accounts From Abroad
What expats should review when contributing to, converting, withdrawing from, or taking required distributions from U.S. IRAs and retirement plans abroad.
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Educational U.S. tax articles for Americans living abroad, including FBAR, FATCA, and Foreign Earned Income Exclusion topics.
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Retirement Abroad
What expats should review when contributing to, converting, withdrawing from, or taking required distributions from U.S. IRAs and retirement plans abroad.
Tax Treaties
A cautious starting point for U.S. expats in the United Kingdom reviewing treaty residence, pensions, income source, and Foreign Tax Credit records.
State Taxes
Why voting registration is one state-residency factor for Americans abroad, and how to document domicile without treating one connection as conclusive.
Expatriation
An overview of the expatriation tax for former U.S. citizens, including covered-expatriate tests, deemed sale concepts, deferred compensation, and Form 8854.
Expatriation
Learn when a long-term green card holder can face U.S. expatriation tax, how Form 8854 and covered-expatriate screening work, and why the termination date matters.
Citizenship
Use this accidental-American tax filing checklist to separate FBAR, FATCA, income-tax, and catch-up requirements before considering renunciation.
State Taxes
Choose a no-tax state before moving abroad to avoid state income tax on worldwide earnings. Learn the best domicile states and which aggressive states to avoid.
Digital Nomads
Digital nomads face a unique tax problem: residency nowhere. Learn how 183-day rules, OECD tie-breaker tests, and permanent home tests determine where you owe tax.
Tax Forms
A genuine foreign inheritance is generally excluded from gross income, but the transferor, amount, estate or trust, receipt date, inherited asset, and later income determine the U.S. reporting and tax questions.
Free inquiry · Written scope
These answers cover the factors that usually determine your filing path: income, foreign accounts, forms, deadlines, and scope.