expat

Personal Age 46 Country Bermuda Nationality Canada Married Yes Children 2 Income Employment Employed Gross Income $225,000 Tax Rate 0% Net Income $225,000 Other Income $0 Total Annual Income $225,000 Expenses Accommodation $84,000 Other Expenses $120,000...

I’m a dual US/EU citizen and recently sold my house and moved from the US to Europe for work. So I have a bunch of cash losing value in my savings account which I’d like to invest ASAP. I don’t know how long I’ll stay in Europe or where I will retire yet in about 10 years. Ideally I want to...

US expatriate living abroad wants to know up to how much is tax-free: will have interest income, dividend income and some capital gains from my taxable brokerage accounts in 2023. If you have no earned income, are such income tax-free up to your standard deduction ($12,950 for single in 2022)...

About me: I'm a 26-year-old newly graduated Software Engineer from Denmark (EU) with $30.000 saved up. For now, I don't have a wife or children, but that could change in the future. I'm trying to decide which 0% (or low) tax country I want to become a tax resident in... I want 0% or low...

Hello, I'm researching different brokers and have a couple of questions about what some of the charges they mention means and also if the conclusions I’m drawing are correct. Background : NON-US citizen looking to passively invest in US, EU, Global ETF's. I've looked in some detail at DBS, TD...

Here's my situation Nationality: Canadian (apparently American too!) Marital status: single Residency: US. I came on a work visa June 2019. Income: 300k Assets: TFSA 100k - this is primarily Canadian domiciled ETFs that are PFICs RRSP 200k LIRA (the amount that my employer put into my...

Considering contributing to a UK Stocks and Shares ISA before I move and before April 5th. Do you get taxed in the USA on any of the ISA, including any gains made on it? What's the closest thing the USA has to a Stocks and Shares ISA? What are the best options for low risk, inflation...

Any recommendations? I have a complex situation and this is the first year I’m not using PWC paid for by my company Edit: fat fingers... title should say as an American :)

Hello. U.S. citizen here interested in applying for an Italian Digital Nomad Visa. Short context: I have been a full-time exempt employee fully remote for an employer resident only in the United States. I understand all the particular DNV application steps and potential clarifications directly...

Hi, my husband and I are moving to the Netherlands in January from the U.S., both with new NL jobs lined up so we both qualify for the 30% ruling. We currently have taxable brokerage accounts (husband with Charles Schwab, myself with Vanguard), plus multiple 401(k) accounts with Fidelity and...

I’m debating moving abroad to Spain as my current job now allows me to be fully remote. Is it possible to be a W-2 employee for a US company while I live abroad? Or will I have to convert to a 1099 independent contractor? Since my income is from a US company and Spain would have no knowledge...

So I am a 23 M and I have U.S Citizenship. I currently working and living in the U.K after graduating from university this year in the U.K. I wanted to know the best route to invest into index funds, open a brokerage account etc. whilst I am in the U.K. I currently have a Robinhood account...

Has there been a ruling issued by the IRS as to whether 529 funds can be applied to K-12 schools outside the US (within the $10,000 per beneficiary per year limit, of course)? I have Googled out the wazoo and the closest I can find is this article from 2019 that states "Whether 529 funds can be...

I'm the sole owner of the Japanese version of a LLC (GK) and American citizen, and a large American client knows I'm American and sent me a W-8BEN-E to fill out. Is the W-8BEN-E correct since it is a Japanese LLC or since it is single owner and American, should I be submitting a W-9 instead...

I’ve actually been quite shocked at how N. America exclusive the majority of these apps/software are. Quicken, Personal Capital, YNAB, etc... I mean of course the currency is not what’s bothering me, but the lack of linking to international banks, I’d understand if they wouldn’t have all the...

WHY THE TAX BILL MATTERS FOR EXPATS A number of news outlets have outlined the general provisions of the Tax Cuts and Jobs Act, and they’ve also described the impact that these provisions will have on particular groups of taxpayers. You can read some of the more comprehensive articles here and...

Hi guys, I was born in the USA but never lived there (just the time of 3 years). I now live in England and just turned 18. I have only the American nationality and therefore am an American citizen. I'm looking to start investing but can't find any application/site allowing me to invest in the...

I (68F) have lived in New Zealand for over 20 years. I am from California and have had a Wells Fargo checking account for my monthly Social security, my MetLife annuity and my trust payment. My trust is with Wells Fargo. Two years ago, Wells Fargo told me that I cannot have a checking account...

My wife and I plan on moving to Croatia in the very near future. We just sold our business and are looking to start new ones over there. We would like to very aggressive when it comes to our financial planning and are looking for referrals for a financial advisor who help us manage our money...

I am an expat in a country where pension agreements are not specifically qualified under any tax treaty with USA. I am trying to understand if these two situations will be interpreted as PFICs or not: Pension plan with automatic contributions from my employer and zero contributions from me...