Reid Kopald

When deciding to retire abroad, the factors most often considered include political stability, weather, quality of life and affordable healthcare. These are certainly important, but you also need to figure out a way to pay for this glorious next stage of your life. You’ve saved for retirement for years - don’t take your eye off the ball now that ...

The following article aims to answer the following questions: 1. Is there a penalty for moving retirement funds from the U.S. to abroad? 2. If so, how can these penalties be avoided? 3. Are there any cases where the penalty is waived?...

Congratulations - you’re married! If you are a US citizen and your spouse is not, you may want to obtain a Green Card or Immigrant Visa for your new spouse.  In order to do so, you must certify that you are up to date with your US tax returns and attach transcripts to show proof. Form ...

As an American living in the Land Down Under, you likely have many questions about “SUPA” (as it is commonly referred to by the Australians), or superannuation as it is formally known. Adding to the complexity of your tax filing requirements, you might be considered to be a “highly compensated employee”, which potentially ...

Some U.S. brokerage firms have been changing their procedures for accounts held by Americans residing overseas. It is growing increasingly difficult for US Citizens living abroad to maintain brokerage accounts back home in the US. We are approached regularly by clients of...

It has always been easier for US index investors than for Canadians since they have more choices and lower costs. But, it becomes a lot more difficult if investors choose to move into Canada. US citizens are required to file a tax return annually, and pay appropriate taxes, although they may live outside the US. This is unlike almost ev...