Expat Finance

Expat banking, offshore banking, expat taxes and finance are all daunting issues for new expats. Our new Expat Finance guide is broken down into three sections: banking, tax & finance. Plus, our new Ask the Expert tool enables you to submit your finance questions.

Offshore Banking & Expat Banking

Banking offshore and Expat banking are critical expat services. Moving overseas is not the same experience for every expatriate, and the articles below will help you evaluate what you need to successfully bank abroad.

Expat Taxes -- The Ultimate Guide to Understanding Foreign Bank Account Reporting Requirements for Americans Living Abroad
By David McKeegan

Form 8938 and the FBAR are two different forms that many expats need to file to report foreign accounts. So, how do you know which one to file? This outline, prepared by Greenback Expat Tax Services, outlines the differences between the two.

Expat Finance -- Preparing for an International Assignment
By Masao Jim Uyeda

It is critical to ensure one's financial house is in order prior to moving overseas. Article covers several common international assignee misconceptions with regard to expat finances.

Expat Finance -- 7 Financial Tips to Help Expatriates Prepare for When Danger and Disaster Strike Abroad
By Lisa R. Mitchell

The unrest in Libya, Bahrain and the tsunami in Japan are vivid examples of the unexpected dangers faced when living abroad. How would you move money, pay bills and conduct other necessary banking transactions if you were stuck in the middle of political unrest or living in a country that experienced a natural disaster?

Expat Banking & Offshore Banking -- More Articles

Expat Tax & Overseas Tax

Expat tax is one of the most important aspects of managing one's finances after a move abroad. Do not neglect offshore tax issues or wait until the last minute to explore the financial implications of international living. The articles below will help you start your research into expat taxes.

Behind on your US expat tax returns? -- Time to get caught up!
By David McKeegan

It's estimated that only half of US expats are caught up on their US expat tax obligations. The IRS has made big changes to their amnesty programs and now is a great time to catch up! David McKeegan offers straightforward advice about the amnesty programs and how to file.

US Expat Tax Returns are Due Soon -- What Do You Need to Gather?
By David McKeegan

David McKeegan offers an overview of the tax documents US expats need to file and the different expat tax laws they should consider.

Expat Tax -- Top 5 Expat Tax Tips for Americans Living Abroad
By David McKeegan

David McKeegan shares expat tax tips for Americans living abroad - from deductions to residency status to FBAR.

Expat Tax & Overseas Tax - More Articles

Expat Finance & Offshore Investment

Expat finance requires proper research while living overseas. Expats are often exposed to offshore investment opportunities not available at home. The articles in this section provides basic overseas finance information to consider while living abroad.

Are You Financially Ready to Live Abroad? -- 7 Financial Tips To Help You Live A Global Lifestyle
By Lisa R. Mitchell

Whatever your reasons for wanting to live overseas and enjoy a global lifestyle, one thing you can still count on, is that you will have to manage your finances. Lisa R. Mitchell discusses financial tips for expats.

Managing Currency Risk -- Practical Guide to Building a Globally Diversified, Multi-currency Investment Portfolio
By David Kuenzi

David Kuenzi explains how to properly incorporate currency considerations into a sound, long-term investment strategy is much easier than commonly understood.

Managing Currency Risk -- As an American Abroad, In What Currency Should I Save and Invest?
By David Kuenzi

Kuenzi explains the complex concept of "currency risk" that often clouds investment and financial planning decisions for Americans abroad.

Expat Finance & Offshore Investment -- More Articles

We recommend these expat finance and offshore investment firms:

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