Read About The Latest News, Updates &amp; Other Key Trends In Finance

Roth Conversions and Your UK Pension: How to Reduce Lifetime Taxes Before RMDs

Learn how to coordinate Roth conversions with UK pension income before RMDs. Understand tax brackets, foreign tax credits, and strategies to help reduce lifetime taxes.

July 8, 2026

UK Pensions

How to Coordinate Your UK Pension With Your US Financial Plan

Learn how to coordinate your UK pension with your US financial plan. Understand the roles of UK and US advisers, tax planning, reporting, and cross-border retirement decisions.

UK Pension and US Social Security After the WEP Repeal: How the 2025 Rules Affect Your Benefits

Learn how the 2025 WEP repeal changes the interaction between your UK pension and US Social Security, including benefit calculations, taxation, and retirement planning.

How GBP/USD Exchange Rates Affect Your UK Pension in US Retirement

Learn how GBP/USD exchange rates can affect the dollar value of your UK pension in US retirement. Understand currency risk, pension drawdowns, Section 988 tax considerations, and practical strategies for managing exchange-rate exposure.

Which Retirement Account Should You Withdraw From First? UK Pension vs IRA vs 401(k) Withdrawal Order

Learn the most tax-efficient withdrawal order for a UK pension, IRA, 401(k), Roth IRA and taxable accounts. Understand treaty rules, RMDs and foreign tax credits.

UK Pension and US Retirement Accounts: How to Build One Cross-Border Retirement Plan

Learn how to coordinate UK pensions and US retirement accounts, manage taxes, avoid common pitfalls, and build an efficient cross-border retirement plan.

Lifestyle Financial Planning

US Brokerage Closure Notice? The 4 Options Every American Abroad Should Understand

Received a US brokerage closure notice after moving overseas? Learn the four options available to Americans abroad, how IRAs and 401(k)s are affected, and how to avoid unnecessary taxes, forced liquidation, and costly cross-border mistakes.

July 1, 2026

US Expat Taxes Explained: How to Avoid Double Taxation with FTC, Treaties & Dual-Status Rules

US expat taxes explained: learn how Foreign Tax Credit, tax treaties, and dual-status rules work together to prevent double taxation on foreign income.

401(k), Roth IRA & Foreign Pensions for US Expats (UK, EU, 2026 Guide)

US expats navigating a 401(k), Roth IRA, IRA or UK/EU pension need a clear tax strategy. Learn how contributions, growth, treaties and withdrawals interact in 2026—and what to do with foreign pensions while living in the United States.

US Tax on Foreign Rental Income (Schedule E, FBAR, FX & Depreciation Explained)

US tax residents must report foreign rental income on Schedule E in USD, with strict rules on depreciation, FX conversion, FBAR reporting, and Foreign Tax Credit limits. Learn how UK, EU, and other overseas property income is actually taxed in the US-and where most expats make costly reporting mistakes.

Selling Foreign Assets After Moving to the US: The Cost Basis Mistake That Can Trigger Unexpected Capital Gains Tax

Selling foreign property, shares, or investments after moving to the US can create unexpected capital gains tax. Learn how cost basis, currency conversion, and documentation rules affect your tax bill.