Home > Frequently Asked Questions
Managing your finances while living abroad can be complex. Here are answers to some of the most common questions I receive about retirement planning, investments, tax strategies, and more.
I specialize in helping US expats navigate financial planning, including retirement, investments, and tax strategies. Whether you’re planning for retirement, managing existing assets, or looking for tax-efficient investment solutions, I provide expert guidance tailored to your needs.
Yes, whilst I can provide financial advice to US domestic clients, my expertise is specifically tailored for US citizens and Green Card holders living abroad who need assistance with managing their US-based retirement accounts, tax obligations, and international investment strategies.
I offer a range of financial planning services, including:
I offer a personalized, one-on-one approach that includes virtual consultations, detailed financial planning, and ongoing support. My goal is to make financial planning accessible and effective, no matter where you are in the world.
Yes, my expertise is specifically tailored for US citizens and Green Card holders living abroad who need assistance with managing their US-based retirement accounts, tax obligations, and international investment strategies.
Managing multiple retirement accounts can be challenging. I help expats consolidate, roll over, and optimize their 401(k) and IRA accounts to simplify their financial strategy while ensuring tax efficiency.
It depends on your employment status and tax situation. Certain retirement plans, such as IRAs, have income limits that may restrict contributions if you're an expat. I can assess your situation and provide guidance on available options.
Annuities provide a guaranteed income stream during retirement, which can help expats maintain financial security. I help clients evaluate different annuity options and integrate them into a comprehensive retirement plan.
US expats have several investment options, including non-qualified brokerage accounts, tax-efficient ETFs, and global investment strategies. I provide tailored guidance to help you build a diversified portfolio that aligns with your financial goals.
While I offer strategies to optimize your tax situation, I do not provide direct tax advice. I recommend working with a qualified US tax professional for specific tax filing and compliance requirements.
Expats may benefit from Foreign Earned Income Exclusion (FEIE), Foreign Tax Credits (FTC), and tax-efficient investment strategies. I help clients develop personalized financial plans that align with US tax laws and their country of residence.
Capital gains taxes apply to US citizens regardless of where they live. However, expats may be able to offset some taxes through foreign tax credits or structuring investments tax-efficiently. I provide guidance on how to manage these tax implications.
Yes, US citizens are taxed on worldwide income, even in retirement. However, with strategic tax planning, you can minimize your tax burden and optimize withdrawals from retirement accounts.
Yes, I am SEC-regulated (CRD#: 7307215) and operate through AHR USA under Beacon Global Advisor Network (CRD#: 288833/SEC#: 801-110724), ensuring full compliance with US financial regulations.
I offer a free discovery call where we discuss your financial goals, challenges, and potential strategies. This is a no-obligation session designed to help you understand your options.
Helping US expats navigate retirement planning, investments, and tax strategies with expert financial guidance for a secure and stress-free future.
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