Brokerage and Investment Accounts

What this topic covers

Brokerage accounts raise two separate categories of question: whether the account can be maintained and traded from a foreign address, and how the income inside it is treated where the owner lives.

Material here focuses on the structural questions — custody, access, documentation, and recordkeeping — rather than on what to hold.

Questions worth reviewing with a qualified professional

Will the custodian keep the account open with a foreign address?
Which funds remain available for purchase?
How are dividends and gains reported in a second country?
What records are needed at year end?

retirement accounts

U.S. Retirement Accounts When You Move Abroad

A move does not close a 401(k) or IRA, but it changes who will service it and how the account is described in a second tax system.

May 12, 2026 · 7 min read

banking currency and liquidity

Before You Move: A Review of U.S. Accounts and Documents

The account, address, and document questions that are far easier to settle while still resident in the United States.

June 2, 2026 · 6 min read

stock compensation

Equity Compensation Across an International Move

Grant, vest, exercise, and sale can each fall in a different country. Records made at the time are the ones that help later.

July 28, 2026 · 7 min read

Related guides

PDF Guide

U.S. Asset Planning Starter Guide

An orientation to the categories of U.S. assets that raise cross-border questions, and the order in which people usually review them.

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Worksheet

U.S. Asset Inventory Worksheet

A worksheet for recording U.S. accounts, property, entities, and beneficiary designations in one place before a professional review.