Being a US citizen or Green Card holder living in the UK can make investing a headache. Traditional UK investment vehicles like ISA-ready mutual funds or OEICs are typically considered Passive Foreign Investment Companies in the eyes of the IRS. Edale build PFIC-free, IRS-aware portfolios for US persons — and making US tax reporting easier. […]
Creating IRS-Compliant PFIC-Free Portfolios Read More »
If you live outside the US and you want to move an old employer 401(k) into an IRA, the money usually doesn’t “move electronically” in a neat straight line. In many cases it becomes cash inside the 401(k) first, then it’s sent out via a controlled payment method (often a cheque), and only then does
Process 401(k) rollover to IRA when live outside US (Expat / Non-Resident Alien) Read More »
An ACATS transfer (Automated Customer Account Transfer Service) is a standard set of “rails” used to move investments from one brokerage/custodian to another without you having to sell everything and start again. Think of it like switching banks, but for your shares, funds, ETFs, and cash. There are two sides to every transfer: Step-by-step: what
ACATS Transfers: Tranfering US Pensions Read More »
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
