Moving to France? Avoid Home Country Bias and Currency Mistakes!
More Americans than ever are considering moving to Europe, with France one of the leading destinations. Is their investment portfolio ready for it?
Retirement Accounts: Your Alternatives When Moving to France
You've built up a nice retirement nest egg while working in the U.S. but decided to retire in France. What should be done with your retirement account(s) once you take French residency?
Four Financial Planning Issues to Consider before Moving to France
After working and living in the United States for several years, you might be contemplating a well-deserved retirement in France (...) As far as financial planning is concerned, there are four key issues that you’ll want to prepare for, some years or months before you move.
Managing Portfolios for Investors with Multi-National Needs
In today's global economy, individuals commonly live, work, and even retire in different countries over the course of their lifetime. Investors with a globally mobile lifestyle belong to different categories, each with distinct immigration, legal, and tax consequences.
Retiring Abroad: What Are The Financial Implications? Part 2
Retiring abroad does create complex personal finance issues regarding cross-border payments, investments, taxes, and healthcare decisions. This is the 2nd part of our previous piece.
Retiring Abroad: What Are The Financial Implications? Part 1
Retiring abroad does create complex personal finance issues regarding cross-border payments, investments, taxes, and healthcare decisions.