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...
US expats face numerous financial cross-border challenges, including international estate planning. The first step to mitigating this challenge should be understanding the rules relating to domicile and residency, taxation, and asset distribution in both the US and...
With the holidays upon us once again, it’s an ideal time to review your finances to explore tax-saving opportunities and generally ensure that you’re in the best possible shape before the end of the year. In this article, we highlight some of the most important...
Living abroad as an American expat with a non-US citizen spouse introduces some interesting financial planning questions relating to asset ownership, estate planning, and tax filing, and the decisions you make can have a significant effect on your finances. In this...
Living abroad as a US expat comes with a unique set of financial challenges, including saving for your children's education. In the United States, there are several tax-advantaged accounts designed specifically for education savings. The most popular type of plan are...
Expats frequently need to transfer money to and from the US for regular expenses or significant purchases like real estate. However, these international transfers expose them to foreign exchange risk due to currency value fluctuations. Furthermore, investments held in...
Being an American expat adds a layer of complexity to your financial planning. US reporting requirements, currency considerations and investing limitations combine to make financial planning quite different from living in the United States. Finding a financial advisor...
Thailand, sometimes known as the "Land of Smiles," is a culturally vibrant country offering an array of investment opportunities. However, navigating the financial planning landscape as an American expat requires a detailed understanding of the opportunities and...
Living abroad is an exciting and rewarding experience, but for American expats, financial planning is typically more challenging compared to living in the States. This is due to cross-border issues such as currency fluctuations and living with two sets of regulations,...
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.