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Expat Wealth Management

Home » Tax Samaritan Blog » Expat Wealth Management
  • wealth management considerations for expats
    Expat Wealth Management

    Wealth Management Considerations for Americans Living Abroad

    ByRandall Brody April 1, 2026April 25, 2026

    Are you thinking about moving abroad? Maybe you wanted to pursue better career opportunities, escape the high cost of living in the U.S., or…

    Read More Wealth Management Considerations for Americans Living AbroadContinue

  • A Primer on How to Invest as an Expat in a Foreign Country
    Expat Wealth Management

    A Primer on How to Invest as an Expat in a Foreign Country

    ByRandall Brody February 18, 2026April 25, 2026

    Investing can be complicated, especially for U.S. expats. Learn more about the ways on how you can effectively manage foreign investments in this article.

    Read More A Primer on How to Invest as an Expat in a Foreign CountryContinue

  • Passive Foreign Investment Company
    Business Taxes for Expats | Expat Wealth Management | US Expat Taxes

    Passive Foreign Investment Company (PFIC) | Practical Info You Need To Know

    ByRandall Brody January 9, 2026May 7, 2026

    Many portions of the U.S. tax code contain confusing and sometimes harsh rulings. The rules for passive foreign investment companies (PFIC) are incomparable in…

    Read More Passive Foreign Investment Company (PFIC) | Practical Info You Need To KnowContinue

  • Charitable Lead Annuity Trusts Expats
    Expat Wealth Management

    Charitable Lead Annuity Trusts: How High-Income Expats Reduce Taxes and Transfer Wealth

    ByRandall Brody December 10, 2025June 11, 2026

    High-income U.S. taxpayers often seek ways to protect their wealth, reduce tax exposure, and transfer assets efficiently to the next generation. Those goals become…

    Read More Charitable Lead Annuity Trusts: How High-Income Expats Reduce Taxes and Transfer WealthContinue

  • Form 8621 Filing (PFIC) For Expats
    Business Taxes for Expats | Expat Tax Forms | Expat Wealth Management

    Form 8621 Filing (PFIC) – Practical Information For Expats

    ByRandall Brody September 26, 2025April 25, 2026

    If you invest overseas, chances are you’ve come across foreign mutual funds or ETFs. For U.S. tax purposes, many of these investments are treated…

    Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

  • Charitable Contribution for Expats
    Expat Wealth Management

    Ultimate Tax Tips For Year-End Charitable Contribution for Expats

    ByRandall Brody August 28, 2024April 25, 2026

    Supporting charitable causes not only helps those in need but can also provide you with valuable tax benefits. Many expats aren’t aware that their…

    Read More Ultimate Tax Tips For Year-End Charitable Contribution for ExpatsContinue

  • Unemployed? 5 Things Expats Need To Know Before Cashing Out 401(K) Early 
    Expat Wealth Management | Retirement Abroad | US Expat Taxes

    Unemployed? 5 Things Expats Need To Know Before Cashing Out 401(K) Early 

    ByRandall Brody February 2, 2024July 9, 2026

    Here’s one of the most frequently asked questions I receive about 401(K) withdrawal. ”I recently lost my job, and unfortunately, I don’t have an…

    Read More Unemployed? 5 Things Expats Need To Know Before Cashing Out 401(K) Early Continue

  • how to rebuild your credit score for expats
    Expat Wealth Management

    How to Rebuild Your Credit Score after Bankruptcy in 7 Ways

    ByRandall Brody September 6, 2023March 18, 2026

    Bankruptcy can be a challenging and emotionally taxing experience. It’s a decision that’s often taken as a last resort to regain control over one’s…

    Read More How to Rebuild Your Credit Score after Bankruptcy in 7 WaysContinue

  • How Does Your Credit Score Affect Your Taxes?
    Expat Wealth Management | US Expat Taxes

    Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to Know

    ByRandall Brody June 13, 2022March 30, 2026

    This article will explain the relationship between your taxes and credit score, including how the former may impact the latter – or vice-versa.

    Read More Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to KnowContinue

  • Taxation of Cryptocurrency: A Guide for Beginners
    Expat Wealth Management | US Expat Taxes

    Taxation of Cryptocurrency: Here is the Ultimate Guide for Expats

    ByRandall Brody June 2, 2022March 30, 2026

    The Internal Revenue Service (IRS) already has its eyes on cryptocurrency, and according to them, virtual currency is taxable. Learn more about cryptocurrency tax in the infographic and article below.

    Read More Taxation of Cryptocurrency: Here is the Ultimate Guide for ExpatsContinue

  • Shell Company
    Business Taxes for Expats | Expat Wealth Management

    The Truth About Panama Papers Shell Company – What You Need To Know

    ByRandall Brody November 23, 2021April 25, 2026

    Wonder About A Shell Company In light of the recent scandals, you might be wondering yourself if your name came up on the list…

    Read More The Truth About Panama Papers Shell Company – What You Need To KnowContinue

  • Expat Wealth Management

    Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To Know

    ByRandall Brody December 27, 2016April 25, 2026

    Merrill Lynch has recently been sending letters to many of their US citizen clients living outside the USA saying that their accounts will be…

    Read More Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To KnowContinue

  • QEF
    Business Taxes for Expats | Expat Wealth Management

    QEF (Qualifying Electing Fund) Election For PFIC

    ByRandall Brody June 25, 2016April 25, 2026

    Many banks, investment funds and information material tout a QEF election as the easy way out of escaping the default PFIC treatment. But, it…

    Read More QEF (Qualifying Electing Fund) Election For PFICContinue

  • IRA Deduction
    Expat Wealth Management | Retirement Abroad | US Expat Taxes

    IRA Deduction for Expats – See How To Save Money For Retirement

    ByRandall Brody December 15, 2015April 25, 2026

    Traditional IRA Deduction If you make contributions to a traditional IRA, you may be able to take an IRA deduction. The idea behind the…

    Read More IRA Deduction for Expats – See How To Save Money For RetirementContinue

  • College Savings Plan
    Expat Wealth Management

    Benefits of a College Savings Plan – How to Save for College Tax-Free for Expats

    ByRandall Brody September 10, 2014June 30, 2026

    How To Save For College Tax-Free With A College Savings Plan According to a 2014 study published by the Federal Reserve Bank of San…

    Read More Benefits of a College Savings Plan – How to Save for College Tax-Free for ExpatsContinue

  • Currency Exchange Rates
    Expat Wealth Management

    How Expats Can Get the Best Currency Exchange Rates

    ByRandall Brody July 18, 2014July 11, 2026

    Best Currency Exchange Rates We are excited to announce new partnerships with TorFX and Halo Financial. Both companies offer our clients greater stability and…

    Read More How Expats Can Get the Best Currency Exchange RatesContinue

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