Should US Expats Exit Offshore Investment Plans?

Are you a U.S. citizen living abroad and feeling trapped in an offshore investment or insurance-backed savings plan? 🌍 Here’s the hard truth: paying the surrender fee might actually be the smarter financial move.

In this insightful preview from our upcoming episode, Blair Hoover breaks down why many offshore plans are loaded with high upfront commissions. Staying in these plans can lead to:

Years of ongoing fees

Missed opportunities for market growth

Hidden opportunity costs that quietly erode your wealth

Yes, exiting might mean an immediate loss—but remaining could cost you much more in the long run. Once free, you can redirect your remaining funds into transparent, low-cost strategies designed for long-term compounding and growth.

Passport To Wealth host Arielle Tucker, CFP®, EA guides Americans abroad to make smart cross-border financial decisions, showing how choices today affect your wealth tomorrow.

💡 Key Takeaways:

Understand hidden costs in offshore investment plans

Evaluate opportunity cost vs. surrender fees

Learn strategies for long-term growth as a U.S. expat

Resources for U.S. Expats:
🌐 Visit: passporttowealth.com
for free guides, checklists, and financial planning resources.
🔔 Subscribe for weekly tips on U.S. expat taxes, wealth building abroad, and cross-border finance: Subscribe Here

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