Bristlecone Blog

France offers an irresistible lifestyle for American retirees — world-class healthcare, stunning cities and countryside, and a slower pace of life. But the dream comes with a checklist. From dual tax-filing obligations and Medicare gaps to IRA distribution rules and estate planning across two legal systems, retiring abroad introduces layers of complexity that catch many Americans off guard. This practical guide walks through the seven most important financial and tax issues U.S. citizens should address before making the move to France.

Congratulations on your move to America! As you embark on this new chapter, it's essential to understand the financial landscape and make informed decisions about your personal finances.

If you are among the millions of Americans working overseas or deciding to retire abroad, you must incorporate currency considerations in your investment portfolio and financial plans. Few realize it until it’s too late. Yet, some easy-to-implement solutions can help.

As a U.S. citizen living abroad, you are still subject to U.S. income tax on your worldwide income. Often overlooked, however, is the requirement to keep filing a state tax return in some cases.

More Americans than ever are considering moving to Europe, with France one of the leading destinations. Is their investment portfolio ready for it?

You've built up a nice retirement nest egg while working in the U.S. but decided to retire in France. What should be done with your retirement account(s) once you take French residency?