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Quick tools to help Americans living abroad make informed decisions.

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PFIC Basics for Americans Overseas

PFIC Basics for Americans Overseas

Understand what triggers PFIC, why many foreign funds cause tax issues, and questions to ask before you buy.
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U.S. Person Abroad Starter Kit

U.S. Person Abroad Starter Kit

Three quick sheets to avoid common mistakes: PFIC basics, 401(k) rollover checklist, and advisor vetting questions.
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401(k) Rollover Abroad Checklist

401(k) Rollover Abroad Checklist

Steps to take control of a dormant 401(k) from overseas. Includes plan contact tips and decision points.
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Advisor Vetting Questions

Advisor Vetting Questions

12 questions to help you vet U.S. licensing, product conflicts, and cross-border experience.
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Education only. No financial advice. For personal advice, speak with a licensed professional in your jurisdiction.
Education only. No financial advice. For personal advice, speak with a licensed professional in your jurisdiction.
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