Educational Materials for Expats
“I’m not allowed to contribute to an IRA because I’m an expat.” That’s a very common belief in the U.S. expat community; it’s also false.
Everything in one place. We provide all the contribution limits for the main investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Portugal’s Non-Habitual Residence Program is vital for U.S. expats to understand. Stan Farmer, CFP, discusses what you should know about NHR.
Learn about the key financial and investing components to keep in mind if you’re an American planning a move to Germany.
US expat financial advisor Keith Poniewaz explores three reasons to consider investing internationally, not just in US investments, in 2022.
With special attention to finances and investing, Stan Farmer, CFP®, J.D., discusses the best spot for U.S. expats and Americans moving abroad in 2022.
Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
Considering a move to Spain as an American? Keith Poniewaz, Ph.D., covers some important financial factors to be aware of before becoming a U.S. expat in Spain.
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
Join Walkner Condon Financial Advisors as we welcome Gregg Guerin, a London-based member of the First Trust Global Portfolios team, to examine the Global Market Outlook for 2022.
One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them may not be able to be purchased. As a result, there are some custodians in our experience that are more friendly than others. Some expats believe that they can just use a P.O. Box or a friend’s address, but in many cases, it is not that simple!
Chartered Financial Analyst Syl Michelin is joined by Stan Farmer and Clint Walkner to discuss the Q3 in the markets.
Get In Touch
Have a question or interested in getting some questions answered? Contact us and we will get right back to you.