Monthly Archives: December 2012

How to retain your account in a Foreign Financial Institution A.   Overview In my last installment, I discussed the benefits of a private placement insurance contract (life insurance or annuity) issued by a life insurer domiciled in Puerto Rico – … Continue reading →

Using Tax-Advantaged Investment to Minimize U.S. Tax Reporting Requirements (Legally!) Overview If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account,don’t hold your breath because it … Continue reading →

Using Tax-Advantaged Investment Solutions While Living Overseas Overview According to the American Citizens Abroad, there are five-seven million American citizens living outside of the United States on a fulltime basis. I for one am green with envy. I grew up … Continue reading →