Tax obligations, double taxation treaties, reporting requirements, and financial planning for expats relocating to Portugal, Spain, and Italy.
FinCEN Form 114 vs IRS Form 8938 — thresholds, inflation-adjusted penalties ($16,536 non-willful), the Bittner Supreme Court ruling, corridor-specific Portugal/Spain account guidance, and zero-penalty amnesty paths.
California, New York, Virginia, and 4 other states can keep taxing you after you leave. State-by-state residency rules, safe harbor tests, FEIE conformity, and how to properly sever ties.
How totalization agreements protect your Social Security credits, the hidden AIME cost of years abroad with original benefit calculations, the 2025 WEP repeal, tax treatment differences, and step-by-step claiming instructions.
The 24% flat tax for new Spanish residents. 5 qualifying categories, the crossover where it saves money, crypto taxation rules, DTT trap, and 7 pitfalls — sourced from AEAT, BOE, and TEAC rulings.
Beckham Law (24% flat rate), Non-Lucrative Visa, Digital Nomad Visa, US-Spain tax treaty Savings Clause, FEIE, social security, and cost of living — all sourced from government and institutional data.
How US pensions, 401(k)s, IRAs, and Social Security are taxed in Portugal after NHR ended. Treaty analysis, Roth IRA treatment, estate planning, and pre-move checklist.
FEIE vs Foreign Tax Credit, Portugal's 2026 tax brackets, IFICI eligibility, D7 and D8 visa costs, banking setup, and cost of living — all sourced from primary legislation.
IFICI explicitly excludes pension income. We work through the numbers at real income levels for US and UK retirees and compare Greece (7%), Italy (7%), and Cyprus (5%) as alternatives.
The 2025 UK-Portugal tax treaty gives Portugal exclusive taxing rights on private pensions and state pension. Article 17 vs 18 decision tree, NHS pension trap, worked examples, and how to get an NT code.
Italy’s lump-sum flat tax rose from €100,000 to €300,000 in January 2026. Compare all three Italian tax regimes — the flat tax, 7% retiree rate, and 50% impatriate exemption — with Portugal, Spain, and Greece alternatives.
Dubai’s “zero tax” promise hides 15.3% US self-employment tax, no tax treaty, and mandatory FBAR/FATCA filings. We calculate the real effective rate for three profiles and compare to Spain, Portugal, Italy, and Greece.
Thailand changed how it taxes foreign income in 2024. US-Thailand treaty protections for Social Security and 401(k), the hidden 20% self-employment trap, and the only visa that actually gives you a tax break.
96 pre-computed tax scenarios across 8 income levels, 3 filing statuses, and 2 countries. Find the exact crossover point where FTC beats FEIE, effective rates under every regime, and the honest tax picture most expat content won't show you.
192 pre-computed scenarios covering taxes, cost of living, healthcare, and visa fees across 4 income levels, 8 cities, 2 employment types, and 3 age brackets. 191 of 192 are net positive — the savings are bigger than the tax penalty.