If you have worked for several U.S. employers over the course of your career, there is a good chance you have accumulated more than one 401(k).

For many Americans planning to retire abroad, Social Security remains one of the most important pieces of the retirement income puzzle.

No investor enjoys seeing part of a portfolio decline in value. But in a taxable investment account, an unrealized loss can sometimes become a planning opportunity.

Market volatility is a normal part of investing. But the impact of that volatility changes depending on where you are in life. This applies whether you’re planning to retire in …

One of the most unsettling moments for Americans moving to France doesn’t come from taxes, visas, or even the language barrier. It comes when they start researching how managing…

For many Americans, the Roth IRA represents a foundational component to any solid financial plan: post-tax contributions throughout your earning years will result in tax-free gr…

The wealth tax in Spain is an understandable point of apprehension, or even a deterrent, for many U.S. taxpayers who dream of moving to Spain.

For many Americans planning a move to Europe, one rule seems to dominate every conversation:

Even before Italy introduced its 7% flat tax regime in 2019, the country held enormous appeal for Americans seeking to enjoy a blissful retirement, surrounded by Italian beauty …

A Required Minimum Distribution (RMD) is a mandatory annual withdrawal from certain retirement accounts once you reach a specific age. The Internal Revenue Service (IRS) require…

The “Portugal Golden Visa” is one of the most searched residency topics among Americans considering Europe. Some are intrigued by the flexibility: live part-time in Portugal whi…

For many Americans moving to Italy, Italy’s investor visa can offer access to a life in Italy that doesn’t hinge on a job contract, ancestry, or running a business on day one.

I often find myself telling clients that “Italy is a great place to work, but France is great for retirement.” Now, this is coming from a pure cross-border tax lens (not a labor…

Perhaps retiring in Italy isn’t just a distant dream. In fact, maybe you’ve already started making plans – assessing visa types like the Elective Residence Visa (ERV) and explor…

For U.S. citizens eyeing the other side of the Atlantic for retirement, two countries consistently top the list: France and Portugal.

Moving to Italy is an experience saturated with details, of which the Italy wealth tax is just one of many. Between building your relocation team and navigating the more sprawli…

Navigating Italy’s progressive tax framework, the Imposta sul reddito delle persone fisiche (IPREF), can feel like undertaking a grueling hike under the watchful gaze of an omni…

When Americans become French tax residents, one of the first financial planning questions to arise is: How do I keep investing in the U.S. market, cleanly and compliantly?

The best places to move from California abroad with family combine warm weather, lower living costs, and opportunities for a better quality of life.

In this article, we discuss the current status of the California exit tax, a mechanism through which the state aims to close a loophole in its capital gains tax regulations whil…

Relocating to a new country often precipitates research around the question, “How to move abroad permanently?”

Please review this page for a list of upcoming in-person and virtual events that are team at Liberty Atlantic Advisors is participating in. For any questions or to book an immed…

Portugal remains an attractive destination for Americans planning a permanent move abroad, but the financial planning is more complicated than the lifestyle decision. Once you b…

Moving to Europe as an American expat offers unique opportunities but also complex tax planning challenges, particularly for high earners and high-net-worth individuals. Proper …

When a potential client reaches out to us expressing an interest in retiring in France as an American, we’re able to give pretty exciting news. In addition to its excellent soci…