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Record Numbers of Americans Are Moving Abroad

by Zachystal CFA, CFP, MBA Tom | May 26, 2025

Record numbers of Americans are moving abroad. Up to 9 million Americans live outside the US, and the number keeps growing. High costs at home, especially in housing and healthcare, and a desire to experience life in another country are main factors. Political and...

How Should US Expats Respond to Market Volatility?

by Zachystal CFA, CFP, MBA Tom | May 18, 2025

For Americans, living abroad adds new layers of complexity to your finances. Currency and cross-border tax considerations are among factors that make investing as an expat more complex. In this article, we’ll explore how US expats might respond to market volatility,...

Should Expats Roll Over Their 401(k)s to IRAs?

by Zachystal CFA, CFP, MBA Tom | Apr 4, 2025

As a US expat, transferring your 401(k) to a foreign pension plan can incur significant tax penalties since tax-free rollovers from US plans to non-US plans, and vice-versa, are generally not allowed under IRS regulations. However, rolling it into a US-based...

Join in the 2024 US Expats Financial Survey

Tom Zachystal CFA, CFP, MBA

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Record Numbers of Americans Are Moving Abroad

How Should US Expats Respond to Market Volatility?

Should Expats Roll Over Their 401(k)s to IRAs?