Articles by Cedric Bernier

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Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.

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Why using an IRA as an American Expats

Posted by Cedric Bernier | Feb 12, 2024

Why using an IRA as an American Expats?

Would you like to understand the reasons why using an IRA as an American Expats? For American expats charting their course abroad, the choice of a retirement savings vehicle plays

Brite Advisors USA & Interactive Broker

Posted by Cedric Bernier | Feb 06, 2024

Brite Advisor USA ‘s & Interactive Brokers’ Account Suspension

Brite Advisor USA, an Australian financial advisory firm, has recently found itself embroiled in controversy as there has been a SEC complaint with the Securities and Exchange Commission (SEC). Currently,

Inherited IRA for American Expats or Non-US connected

Posted by Cedric Bernier | Dec 22, 2023

Inherited IRA for American Expats or Non-US connected

Looking into Inherited IRA for American Expats or Non-US connected? Being an American expat brings more challenges when looking for ways to invest for your retirement and plan for your

Fixed-income investments for US Expats

Posted by Cedric Bernier | Dec 13, 2023

Multi-Currencies Fixed Income Annuity for Expats

Are you an expat living abroad? You might be wondering if there are multi-currencies (USD, GBP, EUR) fixed-income annuity for Expats. Today we will review the kind of risks associated

Can I buy a Bank CD with FDIC protection as an American Expat living overseas?

Posted by Cedric Bernier | Jun 12, 2023

Can I buy a Bank CD with FDIC protection as an American Expat living overseas?

Can I buy a Bank CD with FDIC protection as an American Expat living overseas? You live abroad and are an American expat? You might be wondering if you have

IRA in the US is closing

Posted by Cedric Bernier | May 15, 2023

Your IRA in the US is closing? How to quickly roll over as an expat

Your IRA in the US is closing? As an American expat or US-connected individual with an IRA or Roth IRA in the US, it can be a really stressful situation

UK Pension rollover into 401K or IRA

Posted by Cedric Bernier | May 12, 2023

UK Pension rollover into 401K or IRA?

If you are researching UK Pension rollover into 401K or IRA, you may be wondering what are the main US and UK work based retirement plans? If you live in

How to become a Monaco tax resident

Posted by Cedric Bernier | Apr 05, 2023

How to become a Monaco tax resident?

Many people wonder where is the ideal place to retire and safeguard their assets against taxes. Governments of countries all over the world are finding new ways to impose new

Can American Expats keep an old address on their US brokerage accounts?

Posted by Cedric Bernier | Mar 13, 2023

Can American Expats keep an old address on their US brokerage accounts?

Americans living abroad have been told by their banks or brokerage firms that their accounts have been restricted or need to be closed. It is a really stressful situation that

Tax season for American Expats

Posted by Cedric Bernier | Jan 26, 2023

Tax season for American Expats 2023 changes, what you need to know.

Do you know how taxes impact your retirement plan? Everyone knows that in life there are a few things that you can’t avoid and one of them is paying taxes.

One of our expert financial advisers will aim to get back to you within 12-24 hours.

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