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Guide to Investing and Financial Planning for Americans Living Abroad

Creative Planning
Last Updated
March 19, 2022
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How to make years abroad as financially rewarding as possible

Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives. However, while careers advance and bank accounts grow, expats are often too busy to develop a winning long-term investment plan. The predicament is compounded by the complex tax, logistical, and strategic planning considerations faced by Americans living outside the United States. The good news is that these issues can be successfully managed and need not impede the implementation of a sound long-term wealth accumulation plan. While recognizing that each individual situation is unique and requires its own set of solutions, this report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics addressed include:

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This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.

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Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

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$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in over 50 countries.