Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
This is best addressed through a strategy that is mindful of currency exposures, and possibly owning assets in multiple currencies. We can put together for you an investment plan to address this.
Generally for US citizens living broad, we think that liquid portfolios of stocks, bonds, mutual funds, ETFs etc should continue to be managed in US domiciled accounts, unless you need to live off that money or if you need funds to purchase a home.
Investments in overseas domiciled mutual funds are taxed at a high rate by Uncle Sam. Also, your US-based retirement accounts (IRA, SEP IRA, 401k etc) cannot be transferred elsewhere without penalty (unless you have reached age 59.5).