Joel Barretto CFP

30/01/2024

The nuances of cross-border financial regulations can be overwhelming, but we've got you covered. Join our informative webinar to address these issues in tax savings, estate planning, retirement planning, and investment strategies.

Don't miss out on learning about common mistakes to avoid and discover ways to work around these challenges. Register today to secure your seat and save yourself from costly investment mistakes.

https://www.abacus-wealth.com/webinar/

22/01/2024

There has been a trend of U.S. financial institutions suspending or limiting service options to U.S. expats living abroad due to FATCA compliance regulations. Understand your alternatives to ensure the integrity of your financial plan while living abroad. Read our article for all the details.

https://www.abacus-wealth.com/why-american-brokerage-accounts-of-u-s-expats-are-being-closed/

Why American Brokerage Accounts of U.S. Expats are Being Closed Jan. 31, 2022 U.S. expats are increasingly being alerted by their U.S. banks and brokerage firms that their accounts have been suspended or even closed owing to their status as […]

18/01/2024

Unlock the secrets to successful financial planning for U.S. expats! 🌎 Join our insightful webinar as we delve into cross-border regulations, tax savings, estate planning, retirement, and investment strategies. Learn to avoid common pitfalls and safeguard your wealth. Don't miss out – secure your spot now! 💼📈

https://www.abacus-wealth.com/webinar/

16/01/2024

Over a decade since the initial filing, the U.S. Securities and Exchange Commission (SEC) has at last granted approval for a spot bitcoin exchange-traded fund (ETF). Remarkably, the SEC has given the green light to 11 spot bitcoin ETFs, providing investors with immediate options. Trading for these ETFs has already commenced. Find out more by checking the article below!

https://www.abacus-wealth.com/spot-bitcoin-etfs-finally-approved/

Over a decade since the initial filing, the U.S. Securities and Exchange

11/01/2024

Beware of the hidden tax implications on foreign pensions for US citizens abroad! Discover crucial considerations to protect your long-term financial planning goals. Stay ahead of cross-border tax compliance. Click to learn more.

https://www.abacus-wealth.com/us-expat-dilemmas-on-foreign-pension-schemes/

U.S. Expat Dilemmas on Foreign Pension Schemes February 15, 2022 US citizens residing abroad frequently join in foreign pension schemes, which typically enjoy favorable tax status under the laws of the country of residency. Moreover, membership may be made mandatory, […]

10/01/2024

Managing cross-border options, rules, and regulations for retirement planning while living abroad can prove to be a challenging task. Don’t let your limited options derail your path to retirement freedom. Learn creative strategies to preserve the integrity of your retirement plan. Don't miss our informative article, read it now.

https://www.abacus-wealth.com/retirement-plan-options-for-us-expats/

Retirement Plan Options for U.S. Expats February 28, 2022 Funding traditional retirement planning vehicles (401k, IRA, ROTH) for Americans living in the US has always been about the maximization of tax benefits to optimize retirement investment returns and distributions over […]

09/01/2024

Protect your family from disastrous estate planning mistakes on your global assets. Understand how the law of succession in various countries will affect the maintenance of your family’s wealth. Use this knowledge to develop your asset protection strategy for the sake of your family. Read our article for all the details.

https://www.abacus-wealth.com/global-estate-planning-considerations-u-s-expats-foreign-nationals/

Global Estate Planning Considerations – U.S. Expats & Foreign Nationals March 14, 2022 Estate planning is complex enough in the U.S. let alone internationally. When putting together an international estate plan, global families, particularly U.S. expats, must be aware of […]

08/01/2024

Conventional wisdom dictates that you cannot withdraw funds from your 401(k) and IRA accounts without substantial tax and penalties prior to the age of 59 ½. What most people don’t realize is that they may start penalty-free withdrawals at age 55 if needed. Click the article to learn more.

https://www.abacus-wealth.com/how-to-make-penalty-free-withdrawals-the-rule-of-55/

How to make Penalty-free Withdrawals: The Rule of 55 March 29, 2022 The Internal Revenue Service (IRS) makes early withdrawals from tax-advantaged retirement accounts difficult: officials want account holders to maintain money in the accounts for long-term support. This is […]

05/01/2024

Relocating to a new country? Avoid unnecessary costly mistakes! Here are some of the items you need to add to your cross-border financial transition checklist. Click to learn more.

https://www.abacus-wealth.com/u-s-expat-cross-border-financial-planning-checklist/

U.S. Expat Cross Border Financial Planning Checklist By:  Joel Barretto, CFP ® April 12, 2022 Uprooting yourself, let alone your entire family, to a foreign land can be quite overwhelming to say the least.  Between packing the essentials, selling or […]

02/01/2024

Learn how your 401(k) contributions and employer matching can pave the way for a comfortable retirement. Understand the basics and learn how to optimize your 401(k) savings. Click the article to find out more!

https://www.abacus-wealth.com/retirement-basics-understanding-a-401k-plan/

Retirement Basics: Understanding a 401(k) Plan April 30, 2022 A 401(k) plan is a tax-advantaged retirement savings plan that is offered by many American employers. The term “401(k)” is derived from the Internal Revenue Code clause that oversees the programs. […]

27/12/2023

Master your finances in your 40s! Learn how to tackle the major milestones that come with this crucial decade. From investment strategies to retirement planning, tax savings strategies, and estate planning, we've got you covered. Click the article to learn more.

https://www.abacus-wealth.com/6-financial-strategies-to-do-in-your-40s/

6 Financial Strategies to Do in Your 40s July 14, 2022 Many individuals in their 40s are approaching their prime earning years, however this may also be a difficult period especially on the financial aspect. This stage is commonly confronted […]

22/12/2023

Making the right decisions for your child’s college education plan can be a challenging task, especially for U.S. expats living abroad. Don't let cross-border investment challenges derail your child's future! Discover smart investment choices to help you mitigate the rising cost of college while living abroad. Click the article to learn more.

https://www.abacus-wealth.com/u-s-expat-college-savings-plan-options/

U.S. Expat College Savings Plan Options August 2, 2022 The cost of education in the U.S. inflates at average rate of about 6% annually. Understanding the various investment choices available to save and afford college education is crucial for parents […]