Category: Insights
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Medicare and Moving Abroad: Make the Decision on Purpose
What Medicare covers abroad, what dropping Part B costs, why Part D works differently, and how public health cover works in Portugal and Spain.
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The Money Side of Moving Abroad: A 12-Month Timeline
The year before a move, phase by phase, focused on the financial decisions: the departure date and tax clock, accounts, Medicare, Social Security and records.
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Retiring Abroad: The Second Sequence Risk
Market order matters once withdrawals start. Retire abroad and currency adds a second sequence. What the research supports, and what I look at.
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Social Security Abroad in 2026: What Changed, and What Still Applies
The WEP and GPO repeal, plus the rules that still apply to Americans abroad: totalization, proof of life, non-citizen spouses, the 45-hour work test and taxes.
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Estate Planning for Americans in Europe: Two Systems, One Family
The U.S. taxes the estate; much of Europe taxes the heir. The 2026 exclusion, non-citizen spouses, forced heirship, the EU Succession Regulation and treaties.