Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Four Ways Foreign Nationals Can be Taxed in the U.S.
How U.S. Taxation Can Impact Foreign Nationals The U.S. doesn’t only tax its citizens and residents; it’s important to understand that U.S. income tax can be levied even on those whose visas don’t allow them to stay in the U.S. permanently. If you’re a foreign...
Taking Required Minimum Distributions as a U.S. Expat
6 Things that Expats Need to Know about RMDs Understanding the ins and outs of required minimum distributions (RMDs) is frustrating enough, but it can be downright overwhelming to navigate RMDs while living abroad. So, what should expats consider when it comes to...
Living in Spain: 10 Things American Expats Should Know
Learn Why Extensive Financial and Tax Planning Is Important Before Moving to Spain Spain is a sought-after destination for many U.S. expats wanting to move overseas. With its Mediterranean climate, low cost of living, and vibrant history and culture, it’s easy to see...
The Challenges of Receiving a U.S. Inheritance While Living Abroad
3 Tips for Navigating the Tax Impact of Inheriting Money as an Expat It’s difficult enough to navigate the challenging tax and investment minefields that often occur when you’re an American citizen living overseas, yet receiving an inheritance as an expat can add a...
Financial Strategies for American Expats Marrying a Non-U.S. Citizen
3 Tips to Help Minimize Your Taxes Congratulations, you’re getting married! As you plan your nuptials, tax planning may be the last thing on your mind. However, if you’re a U.S. expat marrying someone from another country, the decisions you make when setting up your...
Smart Cross-Border Investing Moves Every Expat Should Make
5 Important Investing Tips for U.S. Expats A move overseas shouldn’t derail your investment strategy, but there are a few important financial moves you need to make before you leave the United States. Move #1 – Diversify your portfolio. Many Americans living overseas...
Browse Cross-Border Insights
Four Ways Foreign Nationals Can be Taxed in the U.S.
Taking Required Minimum Distributions as a U.S. Expat
Living in Spain: 10 Things American Expats Should Know
The Challenges of Receiving a U.S. Inheritance While Living Abroad
Financial Strategies for American Expats Marrying a Non-U.S. Citizen
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?
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