Managing Your US Retirement Account Once You Leave the USA

If you have worked in the United States it is likely that you have paid into a US retirement account such as an IRA (Individual Retirement Arrangement) or a 401k (a company-sponsored retirement plan). The question arises as to what should be done with such an account...

Why Is My US Brokerage Firm Closing My Account?

Many US citizens living abroad have recently been contacted by their US brokerage firms to inform them that their accounts have either been frozen such that they can no longer change their investments or that they need to close their accounts entirely. Even large...

What FATCA Means to the American Expatriate

The IRS is at it again – making life more difficult for US citizens living abroad in its zeal to rake in tax dollars. A few years ago the IRS launched a major effort to combat money-laundering and tax evasion by US taxpayers using non-US financial accounts. No doubt...

Managing US Pension Accounts for non-US Residents

If you have worked in the United States it is likely that you have paid into a US pension account such as an IRA (Individual Retirement Account) or a 401k (an occupational pension plan). The question arises as to what should be done with such an account once you give...

Pitfalls of Exotic Investment Strategies

For the better part of this year investment markets have been largely trendless. There have been many ups and downs but no clear breakout to either the down-side or the up-side. The current state of things, a slowing and fragile economy in Europe as well as issues...