Frequently Asked Questions

Clear Answers for Americans Living Abroad

No. Rethink Expats is an education podcast. We explain how U.S. rules affect life abroad and point you to licensed professionals for personal advice. See our Disclaimer for details.

Often yes. Your U.S. person status can follow you for taxes, reporting, and investments. We cover what usually follows you and what changes.

Many people can, but it depends on your situation and the plan. Listen to The 401(k) You Forgot About and use the checklist linked in the show notes.

PFIC stands for Passive Foreign Investment Company. Many non-U.S. funds can trigger harsh U.S. tax treatment. Our PFIC Basics Guide explains red flags and questions to ask before you buy.

U.S. and local rules control who can advise U.S. persons, even abroad. Licensing helps protect you and avoids products that cause tax headaches. We discuss “the licensing lie” and how to vet providers in Our Episodes.

We do not make personal referrals on this site. We share education and point you to questions that help you vet advisors. See Advisor Vetting Questions in Our Guides.

Weekly. Check the latest on our Episodes page or Subscribe for updates.

Every episode page has show notes, timecodes, and any linked checklists or guides.

Yes. Open any episode and scroll to the Transcript section.

Use the Contact page to email us. We cannot answer personal finance questions, but we welcome topic ideas for future episodes.

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