As an American expat, managing your taxes while living abroad can be complicated, especially when it comes to investment income. But there's one strategy that can help you reduce your U.S. tax bill:Â Tax Loss Harvesting. This powerful tax strategy can help you offset...
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Featured Posts
Expat Investing: Smart Strategies to Grow Wealth Abroad
Living overseas brings exciting opportunities and unique financial considerations. Whether you are a UK expat in Portugal, the UAE, or elsewhere, smart investing as an expatriate means more than just choosing the right funds. It is about navigating tax laws, currency...
How to Transfer or Combine Your Pension
If you’ve gathered a few pension pots from different jobs, chances are you’re wondering how to bring them together, or whether it even makes sense. You’re not alone. That’s one of the most common questions we hear at SJB Global. How Do You Transfer a Pension?...
Transferring Your UK Pension Abroad: A Guide for Expats
As a UK expat, managing your pension can be complex. Whether you're considering transferring your UK pension to your new country of residence or leaving it in the UK, it's crucial to understand your options. This guide outlines the key considerations and steps...
Latest Advisor Posts
Roth 401(k)/IRA Tax Risks for Expats: What to Know
If you're an American living overseas, your Roth 401(k) or Roth IRA might not be the tax-free...
The 67% Inheritance Tax Trap: Protect Your Pension and Wealth from Huge Tax Bills
Starting in April 2027, pension holders in the UK could face a significant shock when it comes to...
Deadline Looming: What to Do if Your 401(k) Provider Can’t Manage Your Account Overseas?
Are you an American expat who's just been told by your 401(k) provider that they can't manage your...
What Is M2 Money Supply, and Why Should Investors Care?
Investors are always on the lookout for ways to understand what’s happening in the market. One...