Limit search to available items
Book Cover
Author Fisher, Andrew, 1971- author

Title The cross-border family wealth guide : advice on taxes, investing, real estate, and retirement for global families in the U.S. and abroad / Andrew Fisher
Published Hoboken, New Jersey : John Wiley & Sons, Inc., [2017]
Online access available from:
ProQuest Ebook Central Subscription    View Resource Record  


Description 1 online resource
Contents Part 1: financial challenges of a cross-border life. Who are these cross-border families? -- Unique challenges and the regulatory landscape -- Part 2: saving and investing: building your personal net worth. Building a strong foundation -- Investing in the markets: stocks and bonds -- Part 3: 401(k)s, IRAs, and other pensions and savings plans. A global approach to 401(k)s and IRAs -- Unique cross-border 401(k) issues -- Foreign retirement plans, pensions, and other savings accounts -- Part 4: real estate. Renting, owning, and investing -- Real estate taxation and other considerations -- Part 5: cross-border taxation. Understanding the three types of cross-border families -- U.S. tax overview: federal and state -- Additional tax-planning considerations -- Part 6: retirement planning. Planning for a global retirement -- Considerations for cross-border retirees
Summary Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families.-Navigate the complexities of international taxation -Get specific guidance on retirement planning -Make sense of how real estate fits into your financial picture -Invest appropriately to maximize growth for the future -Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion
Notes Includes index
Print version record
Subject Aliens -- United States -- Finance, Personal.
Americans -- Foreign countries -- Finance, Personal.
Estate planning.
Families -- Finance, Personal.
International finance.
Wealth -- Management.
Form Electronic book
ISBN 111923428X (electronic bk.)
1119234301 (electronic bk.)
9781119234289 (electronic bk.)
9781119234302 (electronic bk.)