Expat Financial Advice Articles

Our team regularly puts together blog posts about the current market situation or relevant topics.

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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

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

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

Roth IRA Conversions for Expats

Posted by Cedric Bernier | May 05, 2022

Roth IRA Conversions for Expats

Roth IRA Conversions for Expats. American expats have many tax strategies when it comes to maximizing their retirement income. Most Americans are familiar with the terms 401K or traditional IRA

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