Cross-Border Planning Insights

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 than most and follows its taxpayers everywhere they live. Learn about what U.S. persons confront when living abroad.

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 your retirement planning.

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 the numerous potential tax traps of being a United States tax resident.

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 the complex world of living in more than one place, so that you’re able to preserve your wealth.

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 purposes of this article a non-U.S. person is defined as someone who is not a U.S. citizen, permanent resident or otherwise considered a U.S. domiciliary resident). Receiving an inheritance from […]