Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
What do I need to file my taxes? Your ultimate tax documents checklist
Tax season can feel a bit like preparing for a surprise pop quiz – except this quiz involves your entire financial life, and there’s a deadline. ...
What happens to my 401(k) if I move abroad? Options, taxes, and expat rules
Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...
Is foreign pension income taxable in the US? What expats must know
US citizens and residents must report foreign pension income on Form 1040 regardless of where the pension originated. The IRS taxes most foreign pension distributions under IRC §§ 61 and 72. Tax treaties may re...
15 best tax-friendly countries to retire abroad for US citizens
Choosing where to retire abroad takes more than comparing headline tax rates. For US citizens, the real picture is how local taxes, US filing rules, healthcare, and visa options work together once you actually live there...
Form 1040-V: Payment voucher explained – when, where, and how to pay your taxes
If you owe the IRS money, the last thing you want is for your payment to get lost or misapplied. ...
Estate tax for expatriates: US estate tax guide
For a 2025 death, a US citizen’s federal gross estate can include worldwide assets, while a noncitizen non-domiciliary is generally exposed only on US-situated property. The key filing thresholds are $13.99 million and $60,000, respectively, under current federal rules. Federal estate tax can follow a US citizen abroad because it ...