Reid Kopald
- Tax planning
- Tax-efficient investments
- Retirement planning
- Estate planning
- Bachelor of Arts, University of Arizona
- Master of Science, University of Arizona
Articles
Social Security benefits as an American living abroad: Everything you need to know
US citizens can usually receive Social Security retirement, disability, and survivo...
Investing as an American expat: Strategies, options, and tax implications for 2026
Investing as an American expat in 2026 means reporting worldwide investment income whi...
What happens to my 401(k) if I move abroad? Options, taxes, and expat rules
Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...
Form 8621 penalty: What happens if you fail to file your PFIC report in 2026
For a 2025 tax return filed in 2026, a Form 8621 penalty usually does not mean a fixed fine for the form itself. Missing PFIC information can instead extend the IRS assessment period under ...
Is a foreign pension taxable in the US? Tax rules for expats
A foreign pension can create US income tax and information-reporting duties even when the plan is tax-favored in the country where it was earned. For the 2025 tax year filed in 2026, the answer depends on the plan’s legal structure, your contributions and rights, the applicable treaty, and whether the plan or underlying assets trigger separ...
Cross-border estate planning: A complete guide for US expats and foreign nationals (2026)
A person can live abroad for decades and still leave an estate subject to US federal estate tax. For people dying in 2026, a US citizen or US domiciliary generally has a $15 million federal basic exclusion amount, while a nonresident who is not a US citizen can face Form 706-NA filing once US-situated assets exceed $60,000, subject to treaty rule...