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?
Second Quarter 2022: Keeping Our Eyes on The Ball
(...) the second quarter of 2022 was challenging for investors. Stocks officially fell into bear-market territory. Bonds sold off, too. Technology stocks and cryptocurrencies crashed, triggering bankruptcies or closures of several crypto lenders and hedge funds.
The Fed Giveth and the Fed Taketh
Financial markets got off to a rocky start in 2022 as inflationary pressures, tightening monetary policy, a Covid resurgence in China, and the outbreak of war in Ukraine led to a selloff in both stock and bond markets. The S&P 500 experienced its first negative quarter since the onset of the pandemic two years ago. Growth stocks were hit especially hard, with the Nasdaq 100 Index declining nearly 20% before recovering to finish the quarter at a 9% deficit. Even bonds were no haven, with the Barclays Aggregate Bond Index falling 6%--its worst quarterly return in almost 40 years (...)
Should I Rollover My Old 401K?
After changing jobs, many wonder what to do with a 401k account at their former employer. While some make the mistake of simply withdrawing their 401k balance, there are three practical alternatives
2022 Tax Year: 5 Issues to Ponder Today
Increased 401(k) contribution limits, corrected 1099 forms, new IRS life expectancy tables, Qualified Charitable Distributions mistakes, and backdoor Roth IRA Conversions... Oh My!
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?