Relocating abroad is an exciting prospect, offering new opportunities for personal and professional growth and cultural experiences. However, as an American expat, moving abroad also brings challenges, particularly when it comes to managing your investments....
Americans living abroad have the opportunity to explore and invest in local opportunities as well as continue investing in the US. However, there are complex US reporting rules for Americans who have investments overseas. These rules fall into 4 main categories: FATCA...
When planning to relocate from the US to another country, there’s a lot to consider. As well as visas, accommodation, relocation logistics and adjusting to a new culture, equally important is ensuring that your wealth and financial strategies are protected and aligned...
Charitable giving is a way for American expats to contribute to causes they care about, even while living abroad. However, the process and tax implications of charitable donations is different for expats compared to living in the US, and it can vary depending on your...
Many Americans choose to purchase a property abroad, whether as a main home, vacation home, retirement home, for rental income, or for investment diversification. There are lots of factors to consider though from a financial planning perspective, from whether you...
Living and investing abroad as an American offers unique opportunities but also comes with sometimes complex challenges. Navigating the tax systems of both the United States and your host country requires strategic planning and specialized advice to avoid double...
With remote work becoming more accepted, and the world increasingly interconnected, many Americans are choosing the digital nomad life. Living abroad while working remotely offers the allure of new cultures, vibrant cities, new friends and adventures, and a great...
If you are a US expat, investing in foreign mutual funds might seem like a straightforward and attractive option. However, significant US tax complications are associated with non-US registered pooled investments such as mutual funds, which the IRS classifies as...
If you're a US expat living abroad and wondering whether to save for retirement in a local or US pension, or if you have acquired a foreign pension plan during your time living and working abroad, there are several important factors to bear in mind. As an American...
For adventurous Americans seeking to expand their horizons and embrace new opportunities, owning real estate abroad offers a gateway to diverse cultures, lifestyles, and investment possibilities. From sun-soaked beachfront retreats to historic urban dwellings and...
Tom Zachystal is President and Chief Investment Officer at International Asset Management, which specializes in financial planning and investment advice for Americans moving or living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, and holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner. Tom has been providing investment advisory services to overseas Americans for over 20 years.
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