by danielle.delgado | Feb 28, 2022 | U.S. Expat Cross-Border Tax Strategy, U.S. Expat Financial Planning
This article discusses 529 college savings plans, Coverdell ESAs and other tax-efficient investing techniques that Americans living abroad can utilize to successfully save for their children’s education. This article also focuses on some of the unique obstacles faced by U.S expats in taking advantage of these special opportunities.
by danielle.delgado | Feb 28, 2022 | U.S. Expat Cross-Border Tax Strategy, U.S. Expat Financial Planning
Summary of State Taxes and Roth Conversion This note analyzes how the exemption from state income tax enjoyed by most Americans abroad significantly alters the calculation that determines whether or not Roth contributions and/or Roth conversion make financial sense....
by danielle.delgado | Feb 25, 2022 | Financial Planning, Retirement
Simple Tips to Help Increase Your Retirement Savings If you’re part of Generation X, you’ve not yet reached retirement age. However, you are likely in, or quickly approaching, your peak earning years. Now is the time to get serious about planning for retirement....
by Creative Planning | Feb 25, 2022 | Divorce
Who Is Responsible and How It Will Impact Your Credit Of the many financial challenges that must be sorted out as part of a divorce, credit card debt may rank #1 in the least-desirable category. You may be wondering, “Who is responsible for our credit card debt?” Like...
by danielle.delgado | Feb 25, 2022 | Financial Planning, Retirement
Three Strategies for Transitioning From Saving to Spending in Retirement After decades of saving for retirement, you’re finally approaching the finish line and getting ready to transition into the next chapter of life. Congratulations! You have a lot to look forward...
