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Beschreibung

A financial roadmap built specifically for Americans living and working abroad

More than 5.4 million Americans live overseas, yet most financial guidance assumes a purely domestic situation. The Expat Money Playbook, written by Certified Financial Planner and IRS Enrolled Agent Arielle Tucker, delivers a clear roadmap for US citizens navigating cross-border taxes, investment, retirement planning, healthcare, and estate considerations from pre-move planning through long-term financial stability abroad.

Tucker, a US expat living in Switzerland and advising globally mobile families with US ties, addresses the "unknown unknowns" that derail many international moves. The book guides readers step by step through setting up their financial life abroad, staying compliant with US tax laws, managing investments and retirement accounts across borders, and building wealth internationally-while avoiding costly mistakes. Readers will also find:

  • Guidance on pre-move financial planning to prepare for the tax and investment complexities of relocating abroad
  • Strategies for managing US retirement accounts and investment portfolios while living in a foreign country
  • Plain-English explanations of cross-border tax obligations, including how to stay compliant with IRS requirements from overseas
  • Practical advice on healthcare and estate planning considerations that differ significantly for Americans living abroad
  • Frameworks for building long-term wealth across borders while sidestepping the costly mistakes that many expats make

Written for US citizens currently living abroad, planning an international move, or weighing emigration, The Expat Money Playbook provides the trusted, plain-English financial guidance that connects traditional US-based financial planning with the realities of building and protecting wealth overseas.

A financial roadmap built specifically for Americans living and working abroad

More than 5.4 million Americans live overseas, yet most financial guidance assumes a purely domestic situation. The Expat Money Playbook, written by Certified Financial Planner and IRS Enrolled Agent Arielle Tucker, delivers a clear roadmap for US citizens navigating cross-border taxes, investment, retirement planning, healthcare, and estate considerations from pre-move planning through long-term financial stability abroad.

Tucker, a US expat living in Switzerland and advising globally mobile families with US ties, addresses the "unknown unknowns" that derail many international moves. The book guides readers step by step through setting up their financial life abroad, staying compliant with US tax laws, managing investments and retirement accounts across borders, and building wealth internationally-while avoiding costly mistakes. Readers will also find:

  • Guidance on pre-move financial planning to prepare for the tax and investment complexities of relocating abroad
  • Strategies for managing US retirement accounts and investment portfolios while living in a foreign country
  • Plain-English explanations of cross-border tax obligations, including how to stay compliant with IRS requirements from overseas
  • Practical advice on healthcare and estate planning considerations that differ significantly for Americans living abroad
  • Frameworks for building long-term wealth across borders while sidestepping the costly mistakes that many expats make

Written for US citizens currently living abroad, planning an international move, or weighing emigration, The Expat Money Playbook provides the trusted, plain-English financial guidance that connects traditional US-based financial planning with the realities of building and protecting wealth overseas.

Über den Autor

ARIELLE TUCKER, CFP, EA, is the founder of Connected Financial Planning and host of the Passport To Wealth podcast. A Certified Financial Planner and IRS Enrolled Agent, she specializes in cross-border financial planning for Americans abroad and currently resides in Switzerland, working with U.S. expats across Europe. Tucker regularly contributes to Bloomberg and has been quoted by CNN, ThinkAdvisor, Yahoo Finance, MSNBC, and Forbes.

Inhaltsverzeichnis
NOTE TO THE READER xvii PART I THE DECISION TO LEAVE 1CHAPTER ONE WHY DO YOU WANT TO MOVE ABROAD? 3
CHAPTER TWO HOW DO YOU PREPARE TO MOVE ABROAD WHEN YOU DON'T KNOW WHAT YOU DON'T KNOW? 21
CHAPTER THREE HOW MUCH DOES IT REALLY COST TO MOVE AND LIVE ABROAD? 35 PART II THE UNITED STATES FOLLOWS YOU 53CHAPTER FOUR DO I STILL HAVE TO PAY US TAXES IF I LIVE ABROAD? 55
CHAPTER FIVE WHAT HAPPENS TO MY US RETIREMENT ACCOUNTS ABROAD? 73 PART III INVESTING AS A US EXPAT 89
CHAPTER SIX HOW DO I NAVIGATE A NEW RETIREMENT SYSTEM ABROAD? 91
CHAPTER SEVEN HOW DO I INVEST AND MANAGE MY PORTFOLIO WHILE LIVING ABROAD? 103
CHAPTER EIGHT HOW DO I ACTUALLY BUILD AN INVESTMENT PORTFOLIO AS A US EXPAT? 119 PART IV LIFE, FAMILY, AND THE LONG GAME 151
CHAPTER NINE HOW DO I GET HEALTHCARE ABROAD? 153
CHAPTER TEN WHAT HAPPENS TO MY ESTATE IF I LIVE (OR DIE) ABROAD? 179
CHAPTER ELEVEN WHO COUNTS AS FAMILY? MARRIAGE AND OWNERSHIP ACROSS BORDERS 183
CHAPTER TWELVE CAN I LEAVE MY ASSETS TO WHOMEVER I WANT? 195
CHAPTER THIRTEEN HOW DO I ACTUALLY BUILD A CROSS-BORDER ESTATE PLAN THAT WORKS? 203
CHAPTER FOURTEEN HOW DO I KEEP MY ESTATE PLAN WORKING AS MY LIFE CHANGES ABROAD? 213
CHAPTER FIFTEEN WHAT CHANGES WHEN I MARRY A NON-US PARTNER? 221
CHAPTER SIXTEEN WHAT CHANGES WHEN YOU HAVE CHILDREN ABROAD? 231 PART V THE OPTION TO RETURN 241
CHAPTER SEVENTEEN WHAT HAPPENS IF I DECIDE TO MOVE BACK TO THE UNITED STATES? 243
CHAPTER EIGHTEEN EPILOGUE 259
GLOSSARY 263
INDEX 277
Details
Erscheinungsjahr: 2026
Fachbereich: Steuern
Genre: Importe, Recht
Produktart: Nachschlagewerke
Rubrik: Recht & Wirtschaft
Medium: Taschenbuch
Inhalt: Einband - flex.(Paperback)
ISBN-13: 9781394415953
ISBN-10: 1394415958
Sprache: Englisch
Einband: Kartoniert / Broschiert
Autor: Tucker, Arielle
Hersteller: Wiley
Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de
Maße: 222 x 150 x 22 mm
Von/Mit: Arielle Tucker
Erscheinungsdatum: 05.10.2026
Gewicht: 0,35 kg
Artikel-ID: 136804189

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