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
Individuals and Families The Vintage Advantage: Collecting Luxury Goods August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. In 2024, the term “vintage,” which generally refers to items that…
Economic and Market Outlooks Video: August 2025 Economic & Market Outlook August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.
