Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Avoid Overpaying Taxes as a U.S. Expat
Navigating Taxes as an American Living Overseas Many Americans who move abroad are surprised at how complex their tax filings become. While filing as a U.S. citizen living in the United States can be confusing enough, the difficulties multiply exponentially once you...
Why U.S. Expats Should Consider State Residency
What You Should Know About State Taxes and Residency While Living Abroad Regardless of where they reside, U.S. citizens and green-card holders living outside the United States are subject to U.S. income tax on their worldwide income. However, it’s rare that U.S....
The Problem With 529 Plans for American Expats Living in the UK
3 Things to Know Before You Invest in a College Savings Plan Like many Americans, U.S. citizens living abroad can benefit from investing in tax-advantaged accounts, like 529 plans. However, for American expats living in the UK, investing in an American 529 plan does...
5 Misconceptions About American Expat Taxes
Facts to Help You Navigate U.S. Expat Tax Challenges There is often significant confusion among U.S. expats when it comes to investing and paying taxes while living abroad. And it’s no wonder, as misconceptions and misinformation over complex international tax matters...
How Do IRAs and Roth IRAs Work for Expats?
A Brief Introduction to Expat Retirement Accounts IRAs, 401(k)s, Roth IRAs, Individual 401(k)s, 403(b)s, deferred compensation plans and defined benefit employer pension plans are some of the many possible investment choices from which American taxpayers might choose....
What to Consider as an American Expat Moving to the Netherlands
American Expats in the Netherlands: 10 Things to Know Before Moving The Netherlands offers many benefits for American expats. It’s especially attractive thanks to the 30% tax ruling commonly known as the “30% facility.” This special tax break is applicable to certain...
Browse Cross-Border Insights
Avoid Overpaying Taxes as a U.S. Expat
Why U.S. Expats Should Consider State Residency
The Problem With 529 Plans for American Expats Living in the UK
5 Misconceptions About American Expat Taxes
How Do IRAs and Roth IRAs Work for Expats?
What to Consider as an American Expat Moving to the Netherlands
4 Tips for Managing U.S. Expat Investments
7 Critical Wealth Management Tips for American Expats Living in the United Kingdom
Roth IRAs and the Conversion Decision for U.S. Expats
Investing and Financial Planning Considerations for American Expats Living in France
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