Financial insights for U.S. Expats living and working in Europe.
How Does Swiss Health Insurance Work? A Guide for U.S. Expats
For U.S. expats moving to Switzerland, navigating the Swiss health insurance system can often feel overwhelming. With its mandatory requirements, supplementary options, and unique considerations, it’s essential to understand how Swiss insurance works to ensure you and your family are adequately protected. To help break it all down, Arielle Tucker, CFP® & EA, recently spoke with Jenny Goodwin, an independent broker and the owner of InSwift, which specializes in helping expats navigate the Swiss insurance landscape. Jenny provided valuable insights into what’s required, what’s recommended, and how to make informed decisions about your coverage.
Pillar 1: A Deep Dive into the Swiss Pension System for American Expats
As the first of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 2 and Pillar 3
U.S. Expatriate Taxation: How to File From Abroad in 6 Steps
As an American, filing U.S. taxes while living abroad can be challenging if you don't know where to start. U.S. expatriate taxes involve careful cross-border planning to ensure that you aren't being double taxed and your taxation is optimized for your location. This guide has been updated for 2025 to help you successfully navigate U.S. expat tax season.
The Complete Guide to Setting Up Your ID.me Account as an Expat
Establishing and effectively managing online accounts with the Internal Revenue Service (IRS) and the Social Security Administration (SSA) is fundamental to living abroad as an American. We cover how to use ID.me to make online access easier.
What Windfall Elimination Provision Repeal Means for U.S. Expats
The long-anticipated Windfall Elimination Provision repeal is now official, bringing major changes for millions of Americans receiving Social Security—especially U.S. expats with foreign pension income. This article breaks down how the repeal of the Windfall Elimination Provision affects retirees abroad, what changes to expect in monthly benefits, and what the end of the WEP means for future Social Security planning.
Form 3250, Part IV: Reporting Gifts from Foreign Persons
Questions around the foreign gift tax typically arise when an American receives money from a non-US person. Chief among these are: “Do I have to pay tax on a foreign gift?” and “Do gifts count as income?” The short answer to both of those questions is no, at least as far as the IRS is concerned. But, there are some key details to be aware of.
Strategic Expat Retirement Planning for US Pension Account Holders
Planning for retirement as a U.S. taxpayer comes with layered financial and cross-border considerations.
Switzerland Tax Rate Breakdown for Foreigners – 2025 Guide
Navigating taxes in Switzerland as an American will feel different from taxes in the US, so we've compiled this guide full of the latest information. Think of it as your crash course in Swiss taxes, created by and for expats.
Retiring in Switzerland: A Guide for U.S. Citizens
Retiring in Switzerland offers U.S. expats a high quality of life, stunning scenery, and excellent healthcare. Key considerations include the retirement age, financial resources, and health insurance. U.S. citizens need to meet specific requirements and manage tax implications and cost of living.