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.
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...
Browse Insights
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Guide to Investing and Financial Planning for Americans Living Abroad
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Guide to Investing and Financial Planning for Americans Retiring Abroad
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Guide to International Estate Planning for Cross Border Families
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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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