Articles by Jerome Perkins

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Why Your US Financial Advisor Cannot Help You in France

Posted by Jerome Perkins | Jul 28, 2026

Why Your US Financial Advisor Cannot Help You in France (And What to Do Instead)

Finding a US financial advisor in France who can genuinely serve your needs is one of the most underestimated challenges of expat life. Most Americans who move to France assume…

Cross-Border Retirement Planning in France 2026

Posted by Jerome Perkins | Jul 21, 2026

Cross-Border Retirement Planning in France 2026: The Complete Guide for American and British Expats

Cross-border retirement planning is not simply retirement planning with a passport. It is a fundamentally different discipline that requires coordinating income sources, tax systems, currencies, and legal frameworks that were…

Trump Accounts (Section 530A)

Posted by Jerome Perkins | Jul 09, 2026

Trump Accounts (Section 530A): What US Clients Need to Know

Financial planning briefing only. Not tax advice. Trump Accounts launched on July 4, 2026, and over six million children have already been registered. If you have children or grandchildren under…

U.S. Retirement Accounts When Moving to France

Posted by Jerome Perkins | Jul 07, 2026

U.S. Retirement Accounts When Moving to France: Your Complete Planning Guide

Moving to France is one of the great life decisions. The food, the pace, the culture, the countryside. But tucked inside that move is a set of financial decisions that…

Gérer un 401k en tant que Français

Posted by Jerome Perkins | Dec 10, 2025

Gérer un 401k en tant que Français

Gérer un plan 401k lorsque l’on est Français peut vite devenir complexe. Entre les règles fiscales américaines, les impacts lorsque l’on quitte les États Unis et les options de transfert…

Investing in Euros as an American

Posted by Jerome Perkins | Oct 01, 2025

Investing in Euros as an American

For many Americans living abroad or simply looking to diversify their portfolios, the idea of investing in euros has never been more relevant. Whether you are an expat in Europe,…

Leaving America What Happens to My IRA

Posted by Jerome Perkins | Sep 10, 2025

Leaving America What Happens to My IRA?

For many Americans, an Individual Retirement Account (IRA), also known as an ira account, is a cornerstone of retirement planning. But what if life takes you abroad? Whether you are…

Wealth Management for Americans in Europe

Posted by Jerome Perkins | Sep 08, 2025

Wealth Management for Americans in Europe

Managing wealth as an American abroad comes with unique opportunities and unique challenges. Living in Europe offers cultural richness and professional possibilities, but navigating cross-border finances requires careful planning. From…

Moving Your Retirement Account Overseas

Posted by Jerome Perkins | Sep 04, 2025

Moving Your Retirement Account Overseas: What Every US Expat Needs to Know

Relocating abroad is an exciting adventure, but for many Americans, one question looms large: what happens to my retirement accounts if I move overseas? Whether you have a 401(k), IRA,…

ira being closed living abroad

Posted by Jerome Perkins | Sep 02, 2025

IRA Being Closed Living Abroad: What You Need to Know

For many Americans living overseas, the challenge of managing retirement savings goes beyond investment choices. For an American living abroad, there are unique financial challenges, such as dealing with inherited…

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