Articles Archives - Page 399 of 402

Why State Taxes Make Roth Conversion a Huge Opportunity for Americans Abroad

by David Kuenzi, CFP®, Thun Financial Advisors Introduction This article analyzes how the exemption from state income taxation enjoyed by most Americans abroad significantly alters the calculation that determines whether or not Roth contributions and/or Roth conversion make financial sense.

IRAs, Roth IRAs and the Conversion Decision for Americans Living Abroad

David Kuenzi, CFP®, Thun Financial Advisors Updated, December 2011; Originally Published December, 2009 Introduction Even under the most conventional of circumstances, American taxpayers struggle to fully understand the myriad of tax advantaged retirement investment options they have. IRAs, 401(k)s, Roths,

Capital Allowances On Furnished Holiday Lettings in Portugal – A Basic Guide

by Property Lynx Lda based on information provided by Davis Langdon LLP After the 2009 Budget, it was announced that the ‘Furnished Holiday Lettings’ (FHL) rules were to be extended to any country within the European Economic Area (EEA). It

Avoiding Expat Investment Scams

by Tom Zachystal (CFA, CFP), Expat Focus partner and President of Individual Asset Management You have worked hard to build a nest egg and would like to invest your money in order that it work for you to provide for

How does a QROPS UK pension transfer overseas work? (Part two)

by Tom Zachystal This is the second installment of a two-part column on the process involved in transferring UK pensions to Qualifying Recognised Overseas Pension Schemes (QROPS). In part one we looked at the people, agencies, and costs involved in

Currency Transfer for Expats – Transferring Money Overseas

There are many ways of sending your money from one country to another without ending up in a mess. As in many things, expats can save themselves a LOT of trouble and cost if they do a little research and

How does a QROPS UK pension transfer overseas work? (Part one)

by Tom Zachystal A number of readers have asked how the process of transferring UK pensions overseas typically works. In this part one of a two-part column we will look at the people and agencies involved in the transfer process

Currency transfer – Why it pays to think ahead/buy ahead

Many of us still dream of buying a property in Italy. Buying a property overseas involves a big financial outlay, with foreign exchange being an aspect that is often overlooked. Planning ahead, talking to a foreign exchange expert such as

UK Pensions – Top 10 Tips & Facts for Expats

If you are receiving, or planning to receive, a pension then this quick fact sheet may prove useful. It is, though, aimed at those who have pension fund savings in a UK based scheme. If your pension is held in

Expat Insurance – Frequently Asked Questions

This FAQ has been kindly provided by April Medibroker Q: Who can buy Expatriate Health plans?A: Expatriates of all nationalities can purchase international Health Plans Q: Is there an age limit at joining International Health Plans?A: The maximum age when