Thun Financial Advisors produces proprietary expat financial research articles that address key topics related to investment management and financial planning for Americans living abroad and also publishes other expat financial research articles for foreigners in the United States. We make this information available free to the public. Please feel free to download and share the research reports presented below.
Interactive webinars presented by David Kuenzi and the Thun Financial team are a key teaching and learning tools for our research. This is where you will learn vital, relevant, and most current concepts relating to US expat investment management, financial planning, currency risk, Roth conversion, cross-border families, etc, and we get most valuable feedback from the community we strive to provide.
Wall Street Journal Expat Column
Thun Financial in Wall Street Journal Expat Column – David Kuenzi is a frequent contributor to the Wall Street Journal’s writing American expat financial research articles for the Journal’s Expat column.
- Ask an Expert: 5 Tips for Expats Investing in IRAs & Roth IRAs
- Hey American Abroad, Do You Really Want to Make that Pension Contribution?
- Ask An Expert: How to Handle the Foreign Pension Limbo
- Ask an Expert: 4 Foreign Currency Investing & Savings Tips for Expats
- Expat in the U.S.? Tips for Avoiding Tax and Investment Stumbles
- Why U.S. Expats Should Never Own Foreign Mutual Funds: Ask an Expert
- Tax Traps & Retirement Planning Opportunities for American Entrepreneurs Abroad
- American Expats’ Tax Nightmare, Wall Street journal Op-Ed
Contact us with questions and comments you may have on any of the material or if you would like to learn more about our American expat financial advisor services.
Thun Financial Research Guides
Guide to Investing and Financial Planning for Americans Living Abroad – (2018) 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 devote the attention necessary 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. This report identifies key issues that confront expatriate Americans when it comes to investing and managing their finances.
Guide to International Estate Planning for Cross Border Families – (2018) This article provides an introduction to international estate planning and investment techniques that sophisticated international and cross-border families utilize, and observes some of the pitfalls that arise from applying a domestic estate plan to a cross-border family’s wealth. Some of the broader international estate planning topics and specific points of emphasis within the broader topics are discussed.
Guide to Investing and Financial Planning for Americans Retiring Abroad – (2018) This report outlines the steps necessary for a smooth financial transition to retirement abroad and effective ongoing wealth management once abroad. It focuses on the issues that must be addressed by the retiree well BEFORE taking the plunge of moving abroad. If done properly, timely deliberative wealth planning will provide peace of mind that no unanticipated financial surprises will upend a happy, exciting and financially secure retirement abroad.
Guide to Investing and Financial Planning for Foreign Nationals in the United States – (2017) Designing and implementing an effective long-term wealth management strategy is a complex undertaking for many foreign nationals in the United States. The article discusses investment management and financial planning specifically for the unique needs of foreigners and cross-border families.
Thun Financial Expat Research Articles