Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking… Andrejs Pilajevs, Principal
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Principal
Cross-Border Planning Tax Issues Facing U.S. Citizens Abroad January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated… Andrew Fisher, Partner
Cross-Border Planning What to Know About IRAs and Roth IRAs When Living Abroad December 22, 2023 - Navigate IRAs and Roth IRAs for US Expats living abroad with Cerity Partners. Understand tax implications, strategic contributions, and the role of tax treaties in… Andrejs Pilajevs, Principal
Cross-Border Planning Tax Challenges Facing Foreign Citizens in the U.S. March 29, 2023 - Foreign professionals are coming into the United States to work more than ever, and generally we all benefit. However, these incoming workers need to understand… Andrew Fisher, Partner
Cross-Border Planning Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate… Andrew Fisher, Partner
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers January 10, 2023 - It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for… Frederic Behrens, Partner
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United States January 9, 2023 - Those living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal… Frederic Behrens, Partner
Cross-Border Planning Wells Fargo U.S. Expat Brokerage Account Closure January 3, 2023 - At the beginning of 2021, Wells Fargo announced a reduction in service for international clients. The most impacted Wells Fargo customers include U.S. citizens living… Frederic Behrens, Partner
Cross-Border Planning Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad December 24, 2022 - The idea of living abroad has gained in popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an… Anthony Rosetti, Principal
Cross-Border Planning Investing as an American Expat December 23, 2022 - Increasingly, American citizens are moving overseas to advance their careers, to retire abroad or for family reasons. Living in another country is exciting but brings… Frederic Behrens, Partner
Cross-Border Planning The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.… Frederic Behrens, Partner
Cross-Border Planning Working With a Fiduciary U.S. Expat Financial Advisor December 8, 2022 - Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client… Frederic Behrens, Partner
Cross-Border Planning Top 12 Financial Planning Issues for American Citizens Living in the United Kingdom December 4, 2022 - American citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement… Frederic Behrens, Partner
Cross-Border Planning The PFIC Problem December 1, 2022 - Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to… Frederic Behrens, Partner
Economic and Market Outlooks Video: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…
