Minimize Your Tax Burden and Maximize Your Potential Returns
Tax laws vary from country to country, making it difficult for Americans abroad to develop an effective expat tax strategy.
At Creative Planning International, your wealth manager optimizes your financial plan and investment portfolio to keep taxes to a minimum while staying compliant with relevant tax laws.
Integrating International Tax Strategies With Your Custom Portfolio and Plan
- Cross-Border Tax Planning
- Tax-Optimized Portfolios
- Retirement Planning
- Tax Compliance
Proactive Tax Planning Strategies
Tax laws are complicated, constantly moving targets, especially when you factor in cross-border planning strategies. That’s why we employ wealth managers with deep experience navigating international tax legislation.
We integrate custom tax guidance with your financial plan and portfolio. Every decision we make on your behalf takes into consideration any potential tax implications. This approach helps ensure all aspects of your financial life are working together to help you make the most of your wealth.
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...
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...
Navigating Taxes as an American Living Overseas Many Americans who move abroad are surprised at how complex their tax filings become. While filing as a U.S. citizen living in the United States can be confusing enough, the difficulties multiply exponentially once you...
Make the Most of Your Retirement Savings
Americans working abroad must proactively learn how to employ IRAs, Roth IRAs and SEPs in parallel to retirement accounts in their country of residence to round out their long-term financial plan for retirement.
We help expats optimize the tax advantages of these accounts by understanding the tax treatment of each in their country of residence, then strategically allocating investments among taxable, tax-deferred and tax-exempt accounts.