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.
Americans Should Avoid Owning Shares in a Non-U.S. Mutual Fund
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to cross-border investors and Americans abroad.
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...
What is FATCA? What Do American Investors Need to Know?
This article examines the FATCA (Foreign Account Tax Compliance Act) and explains the significant impact it has had on Americans abroad. It details how the legislation has forced foreign financial institutions to directly report to the IRS on assets held by Americans...
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Roth IRAs and the Conversion Decision for U.S. Expats
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Investing and Financial Planning Considerations for American Expats Living in France
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