Cross-Border Investing: What Changes When US Expats Move Abroad
April 15, 2026
What actually happens to your US investment accounts when you move abroad? Otto Rivera, EA, CFP® joins Arielle Tucker, CFP®, EA to walk through custodian restrictions, ETF access limitations, currency risk, PFIC rules, and why working with the wrong advisor can cost you more than you realize. A practical, technically grounded conversation for anyone building wealth across borders.
