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Cross-Border Planning Insights

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

Andrew Fisher

Partner

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

Andrejs Pilajevs

Principal

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

Andrew Fisher

Partner

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

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

Frederic Behrens

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

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

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

Anthony Rosetti

Principal

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

Frederic Behrens

Partner

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

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

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

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

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

Frederic Behrens

Partner

Cross-Border Planning

American Expat: Brokerage Account Closures and Restrictions

November 18, 2022 - American citizens living abroad face many complicated investing and compliance issues (such as finding an American expat brokerage firm). Careful attention must be paid to…

Frederic Behrens, Partner

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Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 6, 2025 - Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may…

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