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Quick tools to help Americans living abroad make informed decisions.

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Each guide is education only. Enter your email to get the PDF. We will send updates when we publish new episodes and tools. You can unsubscribe any time.

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.