When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
Why Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
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Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Why U.S. Brokerage Accounts of American Expats are Being Closed
Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents.
ETFs as Investment Planning Tool for Americans Abroad
Learn about ETF (Exchange Traded Fund) as an investment and how they can be particularly useful as a planning tool for Americans abroad.
Common Investment Mistakes Made By Americans Abroad
1. Buying Foreign Mutual Funds Foreign mutual funds may seem attractive to an American living abroad. However, in the view of the IRS, a foreign mutual fund is considered a Passive Foreign Investment Company (PFIC) and is a tax nightmare for U.S. tax filers. If you...
Managing Currency Risk
Currency issues are often one of the most vexing and least well understood issues for investors. This is especially true for Americans abroad and dual citizens whose salaries and other income sources are often denominated in currencies other than U.S. Dollars (USD)....
Top Ten Investment Mistakes Made by Expats in the United States
The passage of Foreign Account Tax Compliance Act (FATCA) in 2010 ushers in a new era of global tax transparency that enables the IRS to aggressively pursue Americans with assets outside the United States that have either not been reported or not fully reported on...
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Social Security for American Expats and Retirement Abroad
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Cross-Border Philanthropic Strategies
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Five Key Cross-Border Wealth Management Questions to Answer Before Moving Abroad
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Financial Planning For Foreign Nationals in the U.S.
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Inheriting from the United States While Living Abroad
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