Thun Financial Advisors understands the financial challenges and opportunities posed by living abroad. We help American expatriates deal with these complexities so that the right investment choices are made and pitfalls are avoided. Our goal is to make our clients’ time abroad a catapult to a secure financial future as well as the adventure of a lifetime.

American Expat Financial Issues We Commonly Advise On:

  • Currency risk management
  • Compliance with U.S. tax laws including FATCA, FBAR and PFIC rules
  • Tax and estate planning issues related to foreign spouses and multinational families
  • Use of U.S. and non-U.S. pension plans while working abroad
  • Retirement abroad planning
  • International tax planning
  • Estate planning for U.S. citizens living abroad
  • Expatriate insurance for U.S. Citizens
  • Education savings
  • Charitable giving

Please visit Thun Research Articles for American Expat Investors to find more related information on investing while living abroad.

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