Cross-Border Planning Tax Issues Facing U.S. Citizens Abroad 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.
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.
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 […]
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 […]
Cross-Border Planning Wells Fargo U.S. Expat Brokerage Account Closure 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 abroad (U.S. expats), green card holders returning to their home countries, and non-U.S. investors (nonresident aliens). These Wells Fargo clients may face restrictions related to their investment accounts, prohibiting them […]
