Bermuda's Pension Scheme Amendment 2024: Balancing Today's Dream With Tomorrow's Security For First Time Homebuyers
The recent change in Bermuda legislation allowing for withdrawals from defined benefit and individual retirement plans has sparked debate. As someone who specializes in complex financial decisions, let me share some crucial insights about this...
Inheriting An IRA From Your Spouse: How Understanding The Rules Can Avoid Major Mistakes
Read Time: 8 min.
If you are the spouse of an IRA owner who has named you as their beneficiary, it is critical that you—and the owner of the IRA—understand the rules that govern IRA inheritances. Not understanding the rules could...
Understanding Individual U.S. Estimated Income Tax Payments and The Safe Harbor Rule for Bermuda Residents
Read Time: 4 min.
Many taxpayers based in Bermuda are unaware when they need to pay estimated taxes, and how to calculate them. We'll cover these topics, and more, in under five minutes.
Estimated tax payments are required for U.S. citizens,...
Chat with Matt DiFrancesco: Planning For Multi-Nationality and What We've Learned
In this episode, Jennifer joins Matt DiFrencesco to chat about some issues facing your finances (and your life) when you move out of the country. The duo dive into how your planning might change in regards to dual or tri citizenship status and how...
