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...
Many American expats first find out about FATCA (the Foreign Account Tax Compliance Act) when they receive a letter from their foreign bank or brokerage asking them to confirm their US tax compliance. Receiving this letter is typically unexpected, and can also be...
For expat investors, navigating both US and foreign investment rules alongside fluctuating exchange rates demands a nuanced understanding and management of risk. In this article, we delve into some essential considerations for US expat investors, offering insights and...
As the curtain falls on 2023, the fourth quarter stands out as a pivotal period in shaping the stock market and economic narratives. In this summary, we highlight some of the trends, market influences, policy shifts, and economic indicators that were instrumental...
Financial challenges for Americans living and investing abroad include currency exchange rate risk, multi-jurisdiction tax and reporting rules, and cross-border diversification. On the flip side, residing overseas can broaden the scope of investment opportunities,...
The excitement of embarking on an international adventure is often accompanied by an unexpected financial hurdle. A significant number of US brokerage and investment firms are reluctant to hold accounts for US expats. However, this reluctance isn't on a whim; it stems...
In partnership with Tax Samaritan, IAM is proud to be hosting 3 upcoming informational events for Americans living abroad in different regions of the world. Topics covered will include: 1 - In general, how does an investment strategy differ for expats? 2 - Should...
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...
Moving abroad is a thrilling and life-changing experience. It presents opportunities for adventure, career advancement, and the chance to immerse yourself in a different culture. However, alongside the upsides, there are particular financial challenges for Americans...
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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