In this episode, we sit down with Chad Hatalla, a leading U.S. tax expert specializing in financial planning, expat taxes, and cross-border wealth management. With extensive experience helping American expats and non-U.S. citizens navigate complex tax laws and Social Security regulations, Chad provides expert insights into how to stay IRS-compliant while maximizing tax efficiency.

We take a deep dive into the repeal of the Windfall Elimination Provision (WEP) and what it means for Americans living abroad. Chad explains who qualifies for increased Social Security benefits, how Social Security payments work across borders, and what financial strategies expats should consider when planning for retirement outside the United States.

If you are an American expat, digital nomad, or planning to move overseas, this episode is essential for understanding how U.S. tax laws and Social Security changes may impact your financial future. Chad shares practical advice on avoiding tax pitfalls, optimizing retirement benefits, and ensuring compliance with U.S. tax regulations.

Subscribe for more expert insights on expat taxes, retirement planning, and financial strategies for Americans abroad.

Connect with Chad Hatalla here: https://www.linkedin.com/in/chad-hatalla-ustax/
Connect with Arielle here: https://www.linkedin.com/in/arielletucker/

If you are looking for help with your financial situation you can contact us here: https://www.passporttowealth.com/contact