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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad

Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad

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For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they’re already abroad or planning a move.

Recent Episodes

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  • Charitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid Pitfalls

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  • Are Foreign Gifts Taxable in the U.S.? IRC Section 2801 Tax Explained

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