Are you a non-resident alien or non-U.S. citizen looking to invest in the U.S.? If you are, you might be wondering if it’s even possible to invest in the U.S. as a foreigner. 

Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about doing so as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to be a multi-part series on the podcast.

In this episode, Keith Poniewaz, Ph.D.; Stan Farmer, CFP®, J.D.; and Syl Michelin cover the background on the topic and dive into the complications of investing in the U.S. as a non-American from both an inheritance perspective and income tax perspective. And when you’re investing abroad, the situs of the assets is critical. Simply put, the situs is the jurisdiction where property belongs for legal or tax purposes – in this case, the assets in which you’re investing. Keith, Stan and Syl define U.S. situs assets and non-U.S. situs assets, and how the situs status can impact your portfolio.

Questions about investing in the U.S. as a non-U.S. citizen or nonresident alien? Send them to us, and we might feature them on a future episode of the podcast. You can also reach out to our team and speak directly with an advisor by tapping the buttons below.