Reid Kopald
Articles
Tax Reform & Retirees
Larger standard deduction likely beneficial Altho...
Contributions to Retirement Plans Are Not All Made Equal
Retirement, and how one will fund their retirement, should be at the forefront of most people. We’ll aim to explain the differences between different types of retirement plans below. This will best be shown with a working example. Peter, Katie, and Mary all live and work outside the U.S. for one full year. All three receive ...
Late IRA Rollover Contributions
Among the many different requirements for valid IRA rollover contributions is the requirement that individuals must complete the rollover within 60 days following receipt of the distribution from the original retirement plan. If this 60 day window is exceeded, the money may be considered a distribution from the plan - which makes it taxable, and ...
Not All Tax Paid in France Is Eligible for U.S. Income Tax Purposes
If you ever took the SATs, you should be fairly familiar with analogies. If we were to ask - which of these does NOT apply. Q: France: Romance A. France: Fluffy croissants B. France: World Class Museums C. France: Beautiful Beaches & Mountains D. France: High Taxati...
Social Security & Expats - Q&A
Retirees are a large part of our client base and we consistently put out articles relevant to their needs. We are frequently asked questions about social security and wanted to put together a Q&A covering these topics. 1. ...
How to Take Advantage of the Recently Passed Tax Bill
It is normal to do a few things at year end to reduce your taxes in April. This is even more important this year, with the recently passed tax bill reforming the United States tax code. There is money to be saved if you take a few steps now. The bill, which includes new, lower, tax rates along with many other provisions goes into effect...