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Educational Materials

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Schwab no longer selling U.S.-based ETFs to Clients in the European Union: Our FAQ

This week, Charles Schwab announced that it will no longer be selling Exchange Traded Funds or Exchange Traded Notes to clients who are resident in the E.U.: “Beginning September 19, 2019, Schwab clients who are residents of the E.U. will no longer be able to purchase U.S.-registered exchange-traded funds (ETFs) and exchange-traded notes (ETNs)...This restriction results from regulatory changes and affects all residents of the E.U.” We offer our FAQ.

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Separately Managed Accounts for Americans Abroad

A separately managed account means that investors hold individual stock positions that are managed by an outside money manager. Such a manager may also run a mutual fund with a similar strategy, but an SMA allows for further customization. We explain this investment strategy for expat investors.

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The Expense of Accidental Americanism

With headway on reform of the U.S. tax-code towards residency-based taxation seemingly having hit a standstill, victims of the various U.S. tax and compliance rules have turned their sights towards local courts in attempts to undo some of the burdens of citizenship-based taxation.

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