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June 5, 2025 16 mins

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well change might finally be on the way.

From the fight to end worldwide taxation to surprising pitfalls like PFICs and foreign pension plans, this episode sheds light on what’s broken and what’s being done to fix it. If you’re juggling Israeli life with American tax rules, this one’s a must-listen.

Key Takeaways:

  • Citizenship-based taxation is outdated and creates financial headaches for Americans abroad.
  • Investing outside the U.S. can trigger unexpected tax problems if you're not careful.
  • A push for residence-based taxation could bring long-overdue relief for expats.

Want clarity on your personal situation? Book your free Cross-Border Financial Evaluation today!

Disclaimer: This article is meant for educational purposes only. It’s not financial, legal, or tax advice. For personalized help, speak with a qualified professional.

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