Life without a Retirement Account
How can nonprofit workers save for retirement without access to conventional retirement accounts? The answer is really, really simple.
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US tax
Foreign Accounts Call for Specific Reporting Requirements
If you have a financial interest in or signature authority over any foreign accounts, including bank accounts, brokerage accounts, mutual funds or trusts, you must disclose those accounts to the IRS.
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Why Americans Should Never Own Shares in a Non-US Mutual Fund (PFIC)
If you are investing your savings through a non-US financial institution, you need to learn what a Passive Foreign Investment Company is very quickly. Why?
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10 Investment Mistakes Made By Americans Abroad
10, 12 or 200 mistakes. Each one weighs heavily on the limited-income, US expatriate. So, while a few of these
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No expats allowed!
My US brokerage account was frozen as a result of one stray comment. As I was chatting online about a
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Favorite Resources
Not expensing is expensive
I’m weird about money. I listen to financial podcasts in the gym, I read expat tax websites at midnight, and
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Top expat questions
A well-meaning friend recently told me that US expat missionaries and nonprofit workers have basically the same personal finance issues
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Tax Day! Free FBAR filing
My computer greeted me with “Tax Day!” as I signed in this morning. While we expats generally get an automatic
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Don’t Invest in an IRA!
If you search online for the “best retirement account,” most websites will hands-down recommend the Roth IRA for most people
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