Announcements:


IRAs, Roth IRAs and Conversion Decisions for Americans Living Abroad Webinar
Wed, Dec 11, 2019 7:00 AM CST

Syl Michelin, CFA® of Thun Financial Advisors will discuss IRAs, Roth IRAs and address when the Roth conversion might make sense for American investors (especially in light of recent changes to the U.S. tax code) and the tax and financial planning considerations of such a conversion. Topics will include but not limited to:

  • Differences Between the Roth and the Traditional IRAs
  • Eligibility and contribution decisions for U.S. expats
  • The Mechanics and Tax Reporting of Roth Conversion
  • Special Considerations for Americans Abroad

U.S. Citizen and Long Term Resident Expatriation: Look Before You Leap (2019)

Thun Financial's newest article by R. Stanton Farmer, CFP®on the strategic financial issues facing U.S. citizens and long-term residents* when they expatriate or abandon their green card.

* Green card holder for 8 years in any 15-year period


Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:

American Expat Investment Guide

Download American Expat Investment Guide

This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics addressed include:

  • Where to maintain banking and investment accounts
  • Currency exposure and global investing
  • Implications of FATCA (Foreign Account Tax Compliance Act)
  • Portfolio construction
  • Retirement planning
  • Cross-border families
  • Finding the right investment advice

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