Americans Love Retiring Abroad

Retiring abroad has never been more popular, thanks to the perceived benefits of a better climate and quality of life, not to mention a healthy sense of late life adventure.

Retirement Abroad Tax Information

One possible downside to retirement abroad is that all Americans have to file a US taxes every year, even expats, meaning that tax planning is an essential part of overall planning for retiring overseas.

Reporting Foreign Real Estate and Rental Income to the IRS

Reporting Foreign Real Estate and Rental Income to the IRS

Many of the 9 million Americans who live overseas have settled abroad permanently, perhaps having retired abroad, or because they married a foreigner, or because they fell in love with a particular place. Many of these long term expats purchase foreign real estate, either to live in, or as an investment to provide them with […]

Top Tax Strategies for Americans Who Would Like to Retire Abroad

Top Tax Strategies for Americans Who Would Like to Retire Abroad

With Winter, thoughts perhaps turn more often to the idea of retirement in a sunnier climate. There are lots of other good reasons for Americans to retire abroad too, such as a better quality of life, more affordable healthcare, and the opportunity to explore another culture. One important consideration for Americans who would like to […]

Foreign Pensions and US Taxes – What You Need to Know

Foreign Pensions and US Taxes – What You Need to Know

Americans living abroad participate in foreign pension plans for a variety of reasons. They may have settled abroad permanently; a plan may be included in compensation as part of a work assignment abroad; or they may be a dual US/foreign citizen who has always lived abroad. As all American citizens and green card holders are […]

Thinking about Retiring Abroad? Existing Estate Plans May Not Travel Well

Thinking about Retiring Abroad? Existing Estate Plans May Not Travel Well

(This article was provided by Thun Financial Advisors, specializing in financial advice and portfolio management for Americans living overseas). Retirement abroad has never been as popular as it is now. Longer, more active retirement years have been one reason American seniors are increasingly being enticed to retire abroad. Financial considerations have also become a compelling […]

International Inheritance Tax Considerations for US Expats

International Inheritance Tax Considerations for US Expats

Expats are required to file US taxes wherever in the world they live, reporting their worldwide income.   While the tax treaties that the US has with around 100 other countries don’t mitigate this requirement, when expats file they are able to claim a number of exemptions such as the Foreign Tax Credit and the […]