Expat Investing: How to Make your Portfolio Last
Submitted by Creveling & Creveling Private Wealth Advisory on April 13th, 2015By Chad Creveling, CFA and Peggy Creveling, CFA
Blog
The Wall Street Journal invited Creveling & Creveling to be part of a panel of experts for personal finance on its WSJ Expat site. The following article originally appeared on the WSJ site and has been shared with permission. By Peggy Creveling, CFA and Chad Creveling, CFA This article is for general information purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation. By Chad Creveling, CFA and Peggy Creveling, CFA We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. The Wall Street Journal invited Creveling & Creveling to be part of a panel of experts for personal finance on its WSJ Expat site. The following article originally appeared on the WSJ site and has been shared with permission. By Chad Creveling, CFA and Peggy Creveling, CFA This article is for general informational purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation. By Peggy Creveling, CFA and Chad Creveling, CFA This article is for general information purposes only. Please consult with the U.S. Social Security Administration for the most up-to-date information on your situation. By Chad Creveling, CFA and Peggy Creveling, CFA While most expat Americans are aware of the Foreign Account Tax Compliance Act (FATCA) and the increased reporting requirements for foreign holdings, many are still unaware of the IRS’s particularly harsh tax treatment of foreign-incorporated investments such as overseas mutual funds and pension plans. As a direct consequence of increased reporting from FATCA, we are also likely to see more rigorous enforcement of the IRS’s Passive Foreign Investment Corporation (PFIC) rules. This article is intended to help you understand PFIC rules so that you can minimize the U.S. tax consequences of investing overseas and avoid penalties, both now and over the long run. By Chad Creveling, CFA and Peggy Creveling, CFA This article is for general information purposes only and is not intended as specific tax advice. Please consult your tax advisor for advice relevant to your situation.
WSJ Ask an Expert: U.S. Social Security Tips for Expats & Non-Resident Alien Spouses
Submitted by Creveling & Creveling Private Wealth Advisory on March 23rd, 2015
For American Expats: A Checklist of U.S. Tax Forms
Submitted by Creveling & Creveling Private Wealth Advisory on March 9th, 2015
Expat Investing: Are Unrealistic Expectations Derailing Your Investment Plan?
Submitted by Creveling & Creveling Private Wealth Advisory on February 23rd, 2015
WSJ Ask an Expert: Tips for Expats on Buying Real Estate in Singapore
Submitted by Creveling & Creveling Private Wealth Advisory on February 17th, 2015
For American Expats – Eight US Tax Saving Tips to Come Out Ahead over the Long Run
Submitted by Creveling & Creveling Private Wealth Advisory on October 28th, 2013
What Expat Americans with Foreign Spouses Need to Know About Social Security
Submitted by Creveling & Creveling Private Wealth Advisory on July 29th, 2013
American Expats: Don’t Get Caught by U.S. Tax Rules on Foreign Investments
Submitted by Creveling & Creveling Private Wealth Advisory on April 10th, 2013
Should American Expats Give Up Their U.S. Citizenship?
Submitted by Creveling & Creveling Private Wealth Advisory on March 12th, 2013
American Expats with Foreign Spouses: Choosing Your US Tax Filing Status
Submitted by Creveling & Creveling Private Wealth Advisory on February 28th, 2013
By Chad Creveling, CFA and Peggy Creveling, CFA
