Offshore

The Foreign Earned Income Exclusion (FEIE) is one of the only expat’s line of defense against the IRS. It's a...

My first trip to Belize, some 35 years ago, was organized courtesy of the Belize Tourism Authority. I was a...

Yesterday, I told you about two of the biggest things I've learned through my international moves and experiences as an...

When moving abroad, we usually recommend to not bring things like furniture, appliances, or any other household goods that would...

This week I’m hosting my annual Offshore Wealth Summit from Paris. For the first time ever, it’s a virtual event....

Years ago, a friend—a smart guy... a guy who’d been around the block... done business all over the world—engaged an...

Over the weekend I read one of those Q&A articles in a mainstream financial publication. A reader had written in...

A spouse who’s all in for retiring overseas and a spouse who isn’t entirely sure is quite common. Unfortunately, there...

The question I get more than any other is to do with structures.  At every conference we host and in...

Other than “How can I move my pet overseas?”, “How can I find a vet once I’ve made the move...

I’ve been reviewing the schedule of confirmed speakers for my Offshore Wealth Virtual Summit taking place later this month, to...

Why would anyone want to become a legal resident of another country? If you're interested in becoming a resident of...

You have probably heard before that you should rent property before buying when moving overseas. It’s what we usually recommend...

After four months in northern Illinois, Kathleen and I are taking our leave of these United States this weekend. That...

Portugal is a country that lies along the Atlantic coast of the Iberian Peninsula in southwestern Europe. To the north...

8938. That is the number of the IRS form you have to fill out to report foreign financial assets. If...

What a world we’re living in, right? The biggest global pandemic in 100 years... continuing terrorist threats... war... famine... mass...

All the world is asking: Trump or Biden? But it’s the wrong question. You can’t control the outcome of next...

Lisbon is the second-oldest European capital, after Athens. This is a global city because of its important role in the...

The American interested in establishing residency or citizenship in Europe has more options today than ever in history, depending on...

Location iStock/HadrienBRUNNER Greece is the southernmost of the countries of the Balkan Peninsula. Its geographical position...

When establishing a Plan B or backup residency, most people look for the easiest option... but "easiest" isn't a one-size-fits-all...

How can you keep up with your plans of moving and/or buying property overseas in the middle of a pandemic?...

As with any question related to your personal life, the answer is: It depends. It depends on how much money...

Last week my husband and I successfully renewed our residency permits here in France, and, boy, are we relieved to...

We recently wrote an article to answer the question, what is an expat? The short answer is that an expat...

There are many considerations to make when planning a move overseas, one of the most important factors to think about...

“Can I move my dog/cat overseas?” Yes, absolutely. Whether or not you can bring your furry friends along with you...

In Argentina, crisis isn’t the exceptional state of affairs. It’s the usual. Each generation of Argentines grows up watching its...

We’ve been reporting lately on your best choices for establishing alternative residency overseas… and why the right to live indefinitely in...

Friday, resident go-offshore expert Lief Simon introduced you to the best places worldwide to establish residency to cut your tax bill... even...

The United States and Eritrea, a small African nation, are the only two countries in the world to tax citizens...

We're living in unprecedented times. Times so extraordinary that it's natural to feel powerless. With all the doom and gloom...

Freedom... security... special benefits... a reduced cost of living... a new life... a new start... a better retirement... a grand...

A Plan B has never been more important than it is right now. Your all-important backup plan starts with the...

A new life overseas comes with a lot of benefits. For a start there’s the weather. Move overseas and you...

COVID-19 has been a wrecking ball to many savers and investors. Although we are still very much at the start...

Ecuador wouldn't usually rate high on a list of top offshore destinations. This country is a number-one retirement and lifestyle...

Generational wealth bothers some people, from politicians who want to seize and redistribute it to the super wealthy who don't...

Ireland, Spain, France, and Italy might all make it into the answers of a Family Feud survey about where people...

When my husband and I moved to Paris, the only real motivating factor was that we wanted to live in...

Lief Simon’s Offshore Wealth Summit in Panama City last week was built around a series of workshops that addressed the key concepts to...

In today's world, it can be a good idea to have a backup plan... A game plan for where to...

For my Offshore Wealth Summit taking place in the W Hotel in Panama City this week, I added a new panel discussion...

Choices. The whole live-and-invest-overseas thing comes down to choices. Because taking control of your future is all about understanding your...

Putting your money into foreign real estate is becoming a more urgent strategy all the time. Thanks to that crazy...

Our annual Retire Overseas Conference is primarily a lifestyle event. The focus is on where and how to live or retire overseas....

In this month's issue of my Simon Letter advisory service, I continue my "Residency Through Real Estate" conversation. Last month, I detailed...

How many tax dates do we Americans have to deal with? Let's see... There's the initial tax deadline of April...

Moving assets offshore isn't a new idea. But, in the minds of most Americans, it continues to bear the stigma...