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 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 contributions, rollover paperwork, and withdrawals before or after age 59½. Moving abroad does not automatically clos...
Do churches pay taxes? A clear guide to exemptions, property, and filing
Usually no on federal income tax, but sometimes yes on other taxes. Most churches that qualify under section 501(c)(3) are not liable for federal income tax on donations, offerings, and other income tied to their religious mission. That is where the exemption ends. Several other tax categories can still apply. ...
Form 1310: A guide to claiming tax refunds for deceased taxpayers
IRS Form 1310 is used to claim a federal refund owed to someone who died, but it is not required in 2 common cases: a surviving spouse filing a joint return, or a court-appointed personal representative filing an original return with the court certificate attached. For the 2025 tax year filed in 2026, use the current IRS Form 1310, Rev. December ...
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. Three quick takeaways before you keep reading: Tax-friendly means more than low rates....
What is the Foreign Earned Income Exclusion on FAFSA? A 2026 guide for expat families
If your child is applying for federal student aid and your family lives abroad, FAFSA treats your Foreign Earned Income Exclusion differently from how the IRS does – and that difference can significantly affect how much aid you q...
Do minors get taxes taken out of their paycheck?
Yes – minors get taxes taken out of their paycheck like adults if they earn more than the standard deduction. For tax year 2025, the filing threshold for a working teen is $15,750 in wages or $1,350 in unearned income. Most teens can claim Exempt on Form W-4 only if they had no federal income tax liability in the prior year and ex...