Educational Materials for Expats
College Savings for U.S. Expats and Americans Living Abroad
Saving for college is often one of the goals our clients want to achieve. But how does being an American abroad change college savings?
What to Know about U.S. Estate and Income Tax for Foreign Investors
If you’re a foreign national considering investing in the U.S., you should be aware of what that means for U.S. income and estate taxes.
Can a Non-Citizen or Foreigner Invest in the U.S.?
There are lots of myths and misconceptions about non-American citizens investing in the U.S. We address the basics in this podcast.
WEBINAR: Moving to Portugal as an American
Join Walkner Condon as we dive into the essentials of financial life for Americans moving to Portugal or thinking about retirement there.
Can I Contribute to an IRA as an American Expat?
“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.
What are the Limits for My Investing and Spending Accounts?
Everything in one place. We provide all the contribution limits for the main investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Three Things To Know About Portugal’s Non-Habitual Residence (NHR) Program
Portugal’s Non-Habitual Residence Program is vital for U.S. expats to understand. Stan Farmer, CFP, discusses what you should know about NHR.
American Moving to Germany – Gimme Some Truth for US Expats Podcast
Learn about the key financial and investing components to keep in mind if you’re an American planning a move to Germany.
3 Reasons to Look at Investing Internationally in 2022
US expat financial advisor Keith Poniewaz explores three reasons to consider investing internationally, not just in US investments, in 2022.
Top 5 Destinations for U.S. Expats 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.
The Year of Impossible Choices: 2022 Market Outlook and 2021 Review
Syl Michelin, Walkner Condon’s resident CFA, covers the last year in the markets and looks ahead to factors shaping the year ahead.
Moving to Spain as an American: Financial Factors to Know
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.
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