Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

著者: Walkner Condon Financial Advisors for U.S. Expats
  • サマリー

  • For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.
    Walkner Condon Financial Advisors for U.S. Expats
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あらすじ・解説

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.
Walkner Condon Financial Advisors for U.S. Expats
エピソード
  • Tax Considerations When Splitting Your Time Between the U.S. and Other Countries
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    With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

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    13 分
  • Give All Your Money Away: Expat Wrinkles
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    Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.

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    21 分
  • What Happens If You Die While Living Abroad
    2024/10/14

    David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.

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    41 分

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