Cross-Border Planning Insights

Andrejs Pilajevs

Principal

Cross-Border Planning

What to Know About IRAs and Roth IRAs 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.

Andrew Fisher

Partner

Cross-Border Planning

Tax Challenges Facing Foreign Citizens in the U.S.

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.

Andrew Fisher

Partner

Cross-Border Planning

Living a Jet-Setter Retirement

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.

Frederic Behrens

Partner

Cross-Border Planning

Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers

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 […]

Frederic Behrens

Partner

Cross-Border Planning

Guide to Financial Planning for Non-U.S. Citizens Living in the United States

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 issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal environment often leads to poor long-term financial planning decisions and costly mistakes. To make cross-border financial […]