by SJB US | Oct 27, 2025 | Estate Planning, Financial Planning, Guides, Jake Barber, Retirement, Tax
Retiring abroad offers freedom and adventure, but it also introduces complex tax and legal considerations for American retirees. The U.S. is one of the few countries that taxes its citizens on worldwide income, meaning even living overseas doesn’t automatically exempt...
by SJB US | Oct 23, 2025 | Financial Planning, Guides, Healthcare & Insurance, Jake Barber, Tax
Financial planning is one of the most critical aspects of retiring abroad. While the idea of living overseas is appealing—lower cost of living, cultural experiences, and new adventures—American retirees must carefully navigate Social Security, taxes, retirement...
by SJB US | Oct 20, 2025 | Financial Planning, Pensions, Retirement, SJB US, Tax
Relocating abroad is an exciting new chapter, but it also brings a host of financial considerations for UK expats. Whether your move is temporary or permanent, preparing your finances properly can help avoid surprises later. From tax obligations to pension management...
by SJB US | Sep 16, 2025 | SJB US, Tax, US Expats
As an American expat, one of the most important financial decisions you might face is whether to perform a Roth conversion before moving abroad. A Roth conversion involves transferring funds from a traditional retirement account (like a Traditional IRA or 401(k)) into...
by SJB US | Sep 12, 2025 | SJB US, Tax, US Expats
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...
by SJB US | Sep 2, 2025 | Advice, Financial Planning, Jake Barber, Retirement, Tax
If you’re an American living overseas, your Roth 401(k) or Roth IRA might not be the tax-free haven you think it is. While these accounts offer tax-free growth and withdrawals in the U.S., things get complicated when you move abroad. Here’s what you need...
