The Expat Money Playbook

About this book

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.