| Description |
1 online resource (231 pages) |
| Contents |
Title Page; Copyright; Table of Contents; Dedication; Foreword; Preface; Our Firm: Worldview Wealth Advisors; Worldview's Founder, Andrew Fisher: A Personal Pledge; Acknowledgments; About the Author; Part I: The Financial Challenges of a Cross-Border Life; Chapter 1: Who Are These Cross-Border Families?; The Growing Need for a Definitive Guide; Who's Who: Who This Book Is Meant to Serve; Diagramming a Cross-Border Person: Residency and U.S. Income Tax Status; How Many Cross-Border Professionals and Families Are There?; Chapter 2: Unique Challenges and the Regulatory Landscape |
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The Unequal Nature of Tax Regimes and ReachThe Unique Worldwide Reach of the U.S. Tax System; A Changing Legal, Financial, and Regulatory Landscape; Part II: Saving and Investing: Building Your Personal Net Worth; Chapter 3: Building a Strong Foundation; Retirement Destination Unknown: Invest Globally; Wealth Creation and Accumulation; Diversification: Protecting and Growing Wealth; Allocating Your Net Worth: A Balance Sheet Approach; Cash and Cash Equivalents; Personal Residences; Income Property; Publicly Traded Securities: Stocks and Bonds; Concentrated Business Ownership; Personal Debt |
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Collectibles and Other Hard AssetsOther Private Investment Vehicles; Conclusion; Chapter 4: Investing in the Markets: Stocks and Bonds; Three Important Attributes; Stocks and Bonds Work Better Together; Managing Emotions While Focusing on the Long Term; Stock Picking-Maybe Not; Investment Advice to Live By; Determining Investment Goals and Objectives; Four Common Investor Objectives Defined; Fundamental Investment Guidelines; A Jurisdictional Review: Where to Hold Investments?; Problems with Maintaining Accounts in the United States; The Best Choice for Many People |
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Part III: 401(k)s, IRAs, and Other Pensions and Savings PlansChapter 5: A Global Approach to 401(k)s and IRAs; Investing Your Serious Money; 401(k) Plan Basics; Key Benefits of 401(k) Plans; Global Investing for a Global Retirement; 401(k) Plans Lack a Global Perspective; Target Date Funds: A Lot to Like and Dislike; IRA Rollovers; IRAs Offer Distinct Advantages; Owning Real Estate Within an IRA; Leave It Alone and Let It Grow; Chapter 6: Unique Cross-Border 401(k) Issues; A Lack of International Tax Agreement; Do the Benefits of a 401(k) Follow You?; How Are Distributions Taxed? |
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Contributions to IRA Accounts While Living Abroad-Be CarefulChapter 7: Foreign Retirement Plans, Pensions, and Other Savings Accounts; Foreign Retirement Plans; Roth IRAs and Roth 401(k)s; Traditional Pension Income; Educational Savings: 529 Plans; Finding Good Advice Is a Challenge; Part IV: Real Estate; Chapter 8: Renting, Owning, and Investing; Crazy for Real Estate; Real Estate Appreciation Likely to Slow in Future; Primary Residences and Vacation Homes; Real Estate as an Investment; To Rent Out or Sell a Former Home; Chapter 9: Real Estate Taxation and Other Considerations |
| Notes |
Basic Tax Treatment of Real Estate |
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Print version record |
| Subject |
Americans -- Foreign countries -- Finance, Personal
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Noncitizens -- United States -- Finance, Personal
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Families -- Finance, Personal
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Estate planning.
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Wealth -- Management
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International finance.
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Estate planning
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International finance
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United States
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| Form |
Electronic book
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| ISBN |
9781119234289 |
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111923428X |
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