The complete handbook: everything that changes about your money when you move abroad, in plain English.
Not a summary and not a listicle. 76 pages and 37 chapters covering banking, investing, retirement, currency, protection, tax in outline, property, work and the long view — written for Americans abroad, and honest about where you need a professional instead.
Buy once, download, keep forever. No subscription. Free updates when the product improves.
Launching soon — waitlist members get first access.
The sequence that saves the money. Banking: keep, close, open. Your US credit file. Opening an account in your new country.
The PFIC trap. The PRIIPs squeeze. Brokerages and what to do if yours exits. Equity compensation across borders. The expensive mistakes, ranked.
401(k) and IRA when you leave. Roth contributions from abroad. Social Security abroad. Foreign pensions. Medicare: keep it, drop it or pause it.
What moving money really costs. Your currency strategy. Exchange-rate risk on a fixed income. Paying US bills from abroad.
Health cover across the border. Life insurance that survives the move. Travel versus expat cover. The two-country emergency fund.
What you still owe the US. Exclusion or credit. The forms that are not tax bills. State residency and how it follows you.
The US property you leave behind. Buying property abroad. Working for yourself across borders.
Estate planning across two legal systems. Moving with children. Organising it all. Your annual review. Coming back. Choosing and paying for advice. Mis-selling and scams. Three worked household examples.
A condensed 90-day checklist, a glossary of the acronyms nobody explains, a list of official sources to verify against, and a version log.
No. It is general information and education. It contains no personal recommendation and does not take account of your circumstances. Where you need regulated advice, the guide says so and tells you what to ask.
Any. It is written for Americans abroad generally, because the rules that cause the most damage — PFIC, FATCA, citizenship-based taxation, state residency — follow the passport rather than the destination.
The articles answer single questions. The guide is one sequenced handbook: what to do in what order, why, and what it interacts with. It also covers ground the articles do not, including tax in outline, property, self-employment, repatriation and choosing advisers.
Parts of it will, which is why it carries a version log and is reviewed periodically. Updates are free through the same download channel.
The guide explains, the planner sequences, the dashboard tracks, and the binder protects. Bought together they are one system rather than four files, and the Start Here document tells you which to open first and in what order. Buying the four separately costs €151.
The 90-day countdown system for moving your money abroad — from “we’re moving” to fully landed.
Your complete financial picture in one spreadsheet — built for life across two countries.
We use strictly necessary cookies to make this site work. With your consent, we also use statistics cookies to understand how the site is used, plus preference and marketing cookies where relevant — nothing is ever sold or shared. Our free calculator uses no cookies at all. Change or withdraw your choice at any time via ‘Cookie Settings’ in the footer. Details: Cookie Policy · Privacy Policy.
Required for the site to function — security, load balancing and remembering this consent choice. These cannot be switched off and store no personal data beyond your consent record.
Would remember choices you make (such as region or display settings) to personalise your visit. Currently unused — leaving it off changes nothing today.
Google Analytics 4 helps us understand how visitors use the site — which pages are read, how people arrive, where they get stuck — in aggregate, so we can improve it. IP addresses are anonymised. No advertising use.
Would allow measurement of advertising campaigns if we ever run them. Currently unused — leaving it off changes nothing today.