Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives.
Guide to Investing and Financial Planning for Americans Living Abroad
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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.
Inheriting from the United States While Living Abroad
Inheriting from the U.S. while Living Abroad: Gift or Gotcha? This article addresses a common but poorly understood U.S. expat scenario. What happens if someone in the U.S. dies and leaves me an inheritance while I am living abroad? Will I owe tax in the foreign...
Five Tips for American Entrepreneurs and Business Owners Abroad
In the age of the “digital nomad,” it has never been easier for Americans to start businesses while living outside the United States. But as long as the U.S. retains the principle of citizenship-based taxation, Americans abroad must pay special attention to the tax,...
Gifting Appreciated Assets to Non-Resident Spouses
Creative Planning International recognizes that there are many couples who are not heterosexual and/or heteronormative; however, in this article, we have chosen to use heterosexual terminology throughout because the husband/wife, she/her and he/him pairings allow for...
Expat Roth Conversions Q&A
Roth conversions are one of the most useful tax planning tools available to U.S. taxpayers. Find out how expats can use them.
IRAs, Roth IRAs and the Conversion Decision for Americans Living Abroad
Expat IRAs and Roth IRAs Even under the most conventional of circumstances, American taxpayers struggle to fully understand the myriad of tax advantaged retirement investment options they have. IRAs, 401(k)s, Roths, Individual 401(k)s, 403(b)s, deferred compensation...
Browse Insights
6 Financial Planning Questions for American Expats Living in Germany
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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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Expatriation: Critical Financial Planning and Tax Considerations for U.S. Citizens and Green Card Holders
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