David Kuenzi, CFP® and Roger Healy, CFP® of Thun Financial a Division of Creative Planning present 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:
Update on Proposed U.S. Estate Tax Changes
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
In this webinar, Thun Financial, a Division of Creative Planning, 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
In this webinar, Thun Financial, a Division of Creative Planning, lays out a framework for Americans abroad to invest effectively while at the same time mitigating the risk that volatile exchange rates will upend long-term financial goals.
In the context of currency risk and investing, topics covered include:
Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This webinar suggest strategies to overcome this limitation and tips on successful expat investing and financial planning.
Topics Covered Include:
New brokerage account restrictions for American expats
Restrictions on U.S. mutual funds
EU restrictions on U.S. mutual funds and ETFs
Announcement by Wells Fargo of closure of all non-US resident accounts (our article)
Compliance and regulation of cross-border account holders
Ways to avoid or limit account closure and restriction issues for U.S. investors abroad
Saving enough for college and other educational needs is one of the biggest financial planning concerns families have. During this live webinar, Kathleen Kaffer, JD and Jake Mongler, MBA of Thun Financial, a division of Creative Planning, will discuss your options and the unique considerations that Americans abroad need to be aware of. Oftentimes, the common choice of a 529 plan can be counter-productive for expats. Please join us to ensure you understand the best solution for your family.
American Expat College Savings and 529 Plans:
Roger Healy, CFP® , MBA of Thun Financial, a division of Creative Planning, will present on estate planning for U.S. expatriates and multi-national families in a cross-border world. Focused on Americans abroad we will review the following complex issues:
Roger Healy, CFP®, MBA of Thun Financial, a division of Creative Planning, will present a detailed explanation of the Passive Foreign Investment Company regime and how it specifically impacts U.S. Expats.
Roger will explain:
How to recognize a PFIC and where you may already own them
The three very different ways income from a PFIC’s can be taxed
David Kuenzi, CFP® and Peter Sengelmann, CFA® of Thun Financial, a division of Creative Planning, will present on our approach to integrated Investment Management and Financial Planning specifically for the needs of U.S. Expats.
Topics will include, but not limited to:
Maintaining U.S. investment accounts
Expat financial planning and tax strategy questions
U.S. and foreign treatment of IRAs, 401(k)s and other U.S. retirement accounts
Investing strategies and asset allocation in the cross-border environment
Problems with investing in non-U.S. mutual funds (PFICs)
Planning for mixed-nationality and families with U.S. and non-U.S. citizens
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.
If you have a question you would like to submit ahead of the webinar, please pose your question by filling out Contact Us form.
Topics covered may include (but are not limited to):
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