Thun Financial Advisors frequently hosts public webinars on issues related to American expatriate investments. We make the information provided in these online presentations available free to the public.
Sylvain 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 US 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 US expats
The Mechanics and Tax Reporting of Roth Conversion
Stanton Farmer of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering:
• International Probate Issues
• U.S. and Foreign Gift, Estate and Inheritance Tax Issues
• Tax Treaties and Foreign Tax Credits
• Gifts/Inheritances from Foreigners
• Mixed Nationality Family Estate Planning
• Estate Planning Strategies, Tools and Their Portability
• Cross-Border Portfolio Optimization
We consistently receive feedback that the Q&A session is among the most useful aspects of our webinars. Therefore, we will host a webinar that is completely devoted to your questions about U.S. expat investing and financial planning. All Thun advisors will be available on the webinar and will field questions in their respective areas of expertise.
David Kuenzi of Thun Financial Advisors discusses how to integrate currency risk management into a rational investment and financial planning strategy for Americans abroad and families who live across borders and must plan their finances in more than one currency or tax system.
Stanton Farmer of Thun Financial addresses the special planning and investing issues that affect couples where one spouse is a US person and one is not. Issues covered include gifting, estate planning, ownership of assets, implications for children, income planning, tax planning and choice of domicile. The discussion will be relevant for couples inside as well as outside the U.S.
This presentation outlines the effects of the Foreign Account Tax Complianec Act (FATCA) on American expats. Specifically, an outline of key FATCA provisions and investment implications is discussed. It also provides an extensive discussion of how an Americans living abroad should adjust their investment strategy in light of FATCA and how to deal with foreign financial institutions closing bank accounts of U.S. citizens around the world.
This webinar was presented to research on why American brokers such as Merrill Lynch, USAA, Fidelity, and others are closing the accounts of American expats who are no longer resident within the United States.
American expats in higher marginal tax brackets will experience higher investment income tax rates beginning in tax year 2013. Topics in this webinar include the applicability of the 3.8% ObamaCare Net Investment Income Surtax and the 0.9% ObamaCare Medicare Tax to Americans living abroad. Specific expat tax strategies related to the foreign tax credit, foreign earned income exclusion, and tax deferral are also discussed.
This webinar discusses where currency management fits into integrated investment management and financial planning for American expats. Thun Financial Advisors discusses its strategy for clients to mitigating the risk that changing currency values will impact long-term investment and spending goals.
An overview concerning implications of the US/UK PFIC Reporting Fund Trap for American Expatriate Investors living in the United Kingdom. Differences between reporting funds, non-reporting funds, and PFICs are discussed. The future impact of FATCA is also explored.
Saving for College as an American Living Abroad: What Expat Parents Need to Know. This webinar provides an overview of 529 college savings plans an other considerations that expats must consider when saving for a future college education.
More topics relevant to American expats will be discussed in upcoming webinars and presentations. Please contact us to sign up for a newsletter that will provide alerts to upcoming events.
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