Topic library
expat investments
2 resources covering expat investments for Americans living or filing abroad.
Blog
31 de julio de 2026What Is a PFIC? A Practical Guide for American Expats
Learn how the PFIC income and asset tests work, why many foreign pooled investments require review, and how Form 8621 treatment can differ by fund and election.
Blog
30 de julio de 2026How to Identify PFICs in Your Portfolio: A Checklist for US Expats
Use this practical checklist to screen for PFICs in a foreign investment portfolio. Learn the red flags, what documents to request, and what to ask before buying a foreign fund.