Guide to Investing and Financial Planning for Americans Living Abroad 2018-04-19T11:32:43+00:00

Guide to Investing and Financial Planning for Americans Living Abroad


Problem: How to make years abroad as financially rewarding as possible


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 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.  The good news is that these issues can be successfully managed and need not impede the implementation of a sound long-term wealth accumulation plan.  While recognizing that each individual situation is unique and requires its own set of solutions, this report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics addressed include:

  • Where to maintain banking and investment accounts
  • Currency exposure and global investing
  • Implications of FATCA (Foreign Account Tax Compliance Act)
  • Portfolio construction
  • Retirement planning
  • Cross-border families
  • Finding the right investment advice

More in-depth treatment of these topics is provided in Thun’s proprietary expat investment research available on our website.


Download the American Expat Investment Guide

For the complete version of the guide, please download our 2018 Guide to Investment Management and Financial Planning for Americans Abroad

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