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Articles & tax guides

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IRS Form 8938: What it is, who needs to file, and why you shouldn’t ignore it

2026 filing season update: Filing your 2025 tax return? Form 8938 requirements remain unchanged for the 2025 tax year. If your specified foreign financial assets exceeded the applicable thresholds at any point in 2...

Exit strategies – what if you change your mind?

Previously in this series, Articles 1–5 covered filing urgency, account mechanics, tax treatment, age 18 transitions, and comparisons with 529 plans. Now we turn to flexibility. What happens if your plans change? Understanding your exit options is essential before making long-term commitments. ...

Tax treatment and benefits – understanding the tax implications

Previously in this series: Articles 1–2 covered why to act now and how Trump Accounts work mechanically. The tax treatment paradox Trump Accounts occupy an unusual middle ground in the tax-advantaged account landscape: ...

Trump child accounts: Age 18 and beyond – accessing your money

Previously in this series, Articles 1–3 covered filing urgency, account mechanics, and tax treatment. Now we turn to the most important transition point: what happens when your child turns 18. The big transition: What happens at age 18 January 1 of the year your child turns 18 marks a fundamenta...

Trump accounts vs. 529 plans - making the right choice

Previously in this series: Articles 1–4 covered filing urgency, mechanics, tax treatment, and withdrawal strategies. The big question: Which account should you choose? After four articles explaining Trump Accounts in depth, many families are asking: &quo...

Top low-tax countries in 2026: Best picks for expats by tax type

If you're looking to reduce your tax burden, relocating to a low-tax country might be a smart financial move. But for US citizens and residents who are taxed on their worldwide income, compliance with US tax laws remains non-negotiable. Many low-tax countries offer limited transparency and reporting, which can trigger red flags with the Inter...

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