by SJB US | Oct 7, 2024 | Advice, Financial Planning, Pensions, Rob Hoey
A Backdoor Roth IRA is a strategy that allows high-income earners to enjoy the benefits of a Roth IRA, even if they exceed the income limits for direct contributions. This approach has gained popularity among savvy investors who want to take advantage of the tax-free...
by SJB US | Aug 21, 2024 | Advice, Investments, Rob Hoey
In a world where the economy feels like a roller coaster ride, UK expats need to understand their investment options. Challenging economic times? Check. Fluctuating exchange rates? Double-check. Rising interest rates and living costs? You bet. For expat investors,...
by SJB US | Jun 5, 2024 | Advice, Financial Planning, Guides, Rob Hoey
A Short Financial Guide for Brits in the US Just like any international move, the financial transition for UK expats in the USA can be complicated. Here’s how to ensure your financial health remains robust as you adapt to your new American life. Understanding...
by SJB US | May 13, 2024 | Pensions, Rob Hoey
A Short Guide for Expats Understanding state pension benefits is a crucial aspect of retirement planning for expats. Each region has its state pension system with unique requirements and benefits. This short guide will provide expats with information on state pension...
