A lot of Americans who move abroad or non-U.S. personnel who have worked in the U.S. and then move abroad may have a 401k in the US and left it behind. Most people would have a 401K account, even if they don't think they do. Some companies advise closing these...
In short, I am not really a fan of reviewing offshore bonds as in many ways I see them as outdated, slow, and high cost. However, despite this, they can still have uses for the right person if structured right and purely fee-based which keeps costs relatively low. In...
These annual reset annuities are mostly sold in the U.S, but I at Investments For Expats have options for U.S expats for annuities and annual reset method. However, please be aware that investing involves risk and potential loss of capital. Make sure you understand...
The Pension Protection Fund (PPF) is tasked with protecting workers saving in defined-benefit pensions. These are final salary pensions where savers are guaranteed a retirement income. The income is paid based on the length of service and someone’s salary when they...
Being non-domiciled in the UK or having non-dom status gives you a massive tax break. For wealthy residents, it means they can stay in the UK tax-free for the first seven years and pay a nominal amount in future years. This only applies to overseas income. Income...
Take note of all your assets Check and make a register of all the assets you own. It can include your investments, Central Provision Fund (CPF) savings, insurance policies, bank accounts, and anything that can be of value. Always make sure to update the register...
One of Singapore's top platforms is iFast and this article will go through and review this platform. I will compare it to other options that expats and PRs have in Singapore. iFAST Corporation is a wealth management fintech platform, with assets under administration...
Requirements for Your UK Mortgage When it comes to mortgages, there are some requirements that do not differ no matter where you are from. These are basics such as: Holding a UK bank accountHolding a permanent source of income Some requirements that will also be...
Where Should I bank Before I start, please note this is not personal financial advice and that investing involves your capital and you may get back less than what you put in. The first question to sort out is where you’ll do your banking. The advent of online banking...
Certainty The principal advantage of a DB pension is that the benefits last as long as you. If you happen to live longer than average, then it’s up to the scheme to find the money to pay for this. Transferring your DB pension rights into cash and managing it yourself...
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