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.
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.
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 […]
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Economic and Market Outlooks On Recent Market Volatility: It’s a Supertanker, Not a Jet-SkiRecent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet…
Financial Planning 3 Steps to Take You from “High Income” to “High Net Worth”Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…
