When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
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ETFs as Investment Planning Tool for Americans Abroad
Learn about ETF (Exchange Traded Fund) as an investment and how they can be particularly useful as a planning tool for Americans abroad.
Common Investment Mistakes Made By Americans Abroad
1. Buying Foreign Mutual Funds Foreign mutual funds may seem attractive to an American living abroad. However, in the view of the IRS, a foreign mutual fund is considered a Passive Foreign Investment Company (PFIC) and is a tax nightmare for U.S. tax filers. If you...
What is FATCA?
FATCA 101: What American Investors Need to Know Many U.S. expats are unaware of how the Foreign Account Tax Compliance Act (FATCA) affects them and their taxes. Enacted in 2010, FATCA requires foreign financial institutions to directly report to the IRS on assets held...
Browse Insights
Inflation and Social Security Updates for U.S. Expats
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4 Financial Actions U.S. Expats Should Take Before 2023
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4 Ways Foreign Nationals Can be Taxed in the U.S.
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Taking Required Minimum Distributions as a U.S. Expat
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Living in Spain: 10 Things American Expats Should Know
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The Challenges of Receiving a U.S. Inheritance While Living Abroad
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Financial Strategies for American Expats Marrying a Non-U.S. Citizen
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Avoid Overpaying Taxes as a U.S. Expat
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Why U.S. Expats Should Consider State Residency
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The Problem With 529 Plans for American Expats Living in the UK
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