Educational Materials for Expats
Saving for college is often one of the goals our clients want to achieve. But how does being an American abroad change college savings?
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.
There are lots of myths and misconceptions about non-American citizens investing in the U.S. We address the basics in this podcast.
Join Walkner Condon as we dive into the essentials of financial life for Americans moving to Portugal or thinking about retirement there.
“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.
Have a question or interested in getting some questions answered? Contact us and we will get right back to you.