College Savings for U.S. Expats and Americans Living Abroad
Listen now
Description
Saving for their children's college experience is often a financial goal that many of our clients living in the U.S. want to accomplish. But that goal becomes more convoluted when you're an American living outside the U.S. trying to send your child to university, whether they'll eventually be attending a school internationally or one in the U.S. In this episode, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – break out the lesson plan and teach you the basics about college savings and how to navigate it as a subject. Unfortunately, the investment vehicles available to Americans living in the U.S. become considerably more complex when you move away. But there are still ways to work around those complications, which we delve into, as well.  Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatriation’ series? Let us know by sending an email to [email protected]. LINKS Watch on YouTube Walkner Condon's U.S. Expat YouTube Channel Educational Materials for Expats Contact Us Meet with a U.S. Expat Financial Advisor --- Send in a voice message: https://anchor.fm/walkner-condon-expats/message
More Episodes
This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover...
Published 11/25/24
With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full...
Published 11/11/24