by SJB Global | Oct 8, 2025 | Expat Financial Planning, Jake Barber, Lifestyle, Retirement, US Expats
Retirement abroad offers more than financial freedom—it provides the opportunity to embrace a new lifestyle, explore different cultures, and create lasting memories. For American retirees, adjusting to life overseas can be both exciting and challenging. From making...
by SJB Global | Aug 25, 2025 | Estate Planning, Financial Planning, Jake Barber, Tax
As a U.S. citizen, you are required to pay estate taxes on your worldwide assets, regardless of where you reside. This means that both your U.S.-based and foreign assets fall under U.S. estate tax rules. The positive news, however, is that the estate tax exemption...
by SJB Global | Aug 22, 2025 | Jake Barber, Tax, US Expats, Wealth Management
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: Tax Loss Harvesting. This powerful tax strategy can help you...
by SJB Global | Aug 20, 2025 | Expat Financial Planning, Jake Barber, Pensions, Retirement, Tax
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 Global | Aug 19, 2025 | Expat Financial Planning, Jake Barber, Pensions, 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...
by SJB Global | Aug 13, 2025 | Advice, Financial Planning, Jake Barber, Pensions, Retirement
Are you an American expat who’s just been told by your 401(k) provider that they can’t manage your account while you’re living overseas? You’re not alone! Many U.S. expats face this dilemma when their 401(k) provider suddenly gives them a deadline to...
