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.
Feel free to contact us with any questions you might have.
IRAs, Roth IRAs and Conversion Decisions for Americans Living Abroad
03.26.2019 at 7:00 am CST by Sylvain Michelin, CFA
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
Special Considerations for Americans Abroad.
Check out Thun Financial’s YouTube channel.
Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families
02.28.2019 by Stanton Farmer
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
Thun Financial’s Q&A devoted to your questions about U.S. expat investing and financial planning
11.27.2018 by the Thun Financial Team
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.
US Expat Investing: Case Studies in Financial Planning for Mixed Nationality Couples
05.24.2018 by Stanton Farmer
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.