Holding Foreign Funds? You May Be in PFIC Danger Without Realizing It.

Many investors living outside the U.S. are unknowingly facing excessive U.S. taxes on foreign mutual funds and ETFs. Learn how PFIC rules apply—and what to do before it’s too late.

What is a PFIC?

What is Passive Foreign Investment Company or PFIC in short?

Foreign mutual funds and ETFs may be taxed at punitive U.S. ratesAnnual reporting on Form 8621 is mandatoryNon-compliance can lead to interest penalties—even without gainsThis affects U.S. expats and foreign nationals with U.S. ties.

PFIC Penalties Are Real

The Hidden Cost of Getting It Wrong

One PFIC can trigger $10,000+ in penaltiesIRS reporting complexity scares away most accountantsMany don’t know their portfolio is even considered “foreign”This isn’t just theory it’s tax code reality.

Talk to Us!

Download the Free PFIC Awareness Guide

Understand the Hidden Risks of Foreign Funds

Our free guide breaks down what PFICs are, why they matter for U.S.-connected investors, and what steps you can take to stay informed and avoid costly surprises.This resource is educational and designed to help individuals with U.S. connections make informed decisions about foreign investments.

When You’re Ready for Expert Insight

Have Questions About Your Foreign Investments?

Every situation is different. That’s why we’ve built a network of U.S.-licensed financial professionals who understand the unique challenges of cross-border investing.If you’d like a no-obligation introduction to someone qualified to answer your questions, we can help.We are not a financial advisory firm. We provide educational resources and connect individuals to licensed professionals when requested.

Introduce me to a Licensed Advisor

Why This Matters

Education First. Clarity Always.

U.S. tax rules are complex especially when it comes to foreign investments. Many well-meaning investors find themselves in trouble simply because they are unaware of the rules that exist.That’s why this site exists:
To offer clear, accessible education for globally mobile individuals and families with U.S. connections.Whether you’re a foreign investor, an American living abroad, or simply trying to understand the implications of your financial setup, this is your starting point.

PFIC information for U.S. expats"I had no idea my international mutual fund was considered a PFIC. My accountant never even brought it up."

American living in Switzerland

Foreign investment education"I thought I was being smart by investing locally, but now I’m facing back taxes just for following local advice."

– U.S.-connected investor in Latin America

U.S. tax implications of offshore mutual funds"No one tells you about these rules until it’s too late. I wish I had found this site sooner."

– Cross-border family, Asia-Pacific region

We believe education should come before action. That’s why everything here is designed to give you clarity—not confusion—when it comes to U.S. tax exposure tied to foreign investments.If you're ready to learn more, download the guide or reach out. Either way, you're one step ahead just by being informed.

Stay Informed, Stay Ahead

No Hype. Just Clarity

Get Practical Insights on Cross-Border Investing RisksWe’ll send you occasional updates on topics like PFICs, U.S. asset exposure, tax pitfalls, and what to know if you’re living abroad with U.S. ties. No spam. No fluff. Just real, useful education.

Ready to Explore More?

Thanks for Stopping By, You’re Ahead of the CurveWe’re here to help you stay informed—not overwhelmed.
If this is your first time learning about PFICs and U.S. tax exposure abroad, know this: you're not alone, and you're not behind.We’ve built a broader educational ecosystem to help you understand things like:– What happens to U.S. retirement accounts after you move abroad– How foreign mutual funds are treated under U.S. tax law– Why even smart investors fall into costly traps

Explore More Topics

Ready to Signup?

We are not a financial advisory firm, do not offer tax or investment advice, and do not manage assets. We connect users with independent, U.S. - licensed advisors based on submitted information. Always consult a qualified professional before making financial decisions.All Rights Reserved | Copyright © 2025