Articles

by Stephen Burdett Cert PFS DipFA, MBL Financial With global interest rates at an all time low and international real estate prices at rock bottom, has there ever been a better time to buy a property? There is a common

by Ivan Doherty, Chief Operating Officer & Investment Advisor, IFG Asia There are many things that expats need to consider when assessing the overall framework of their financial planning – bank accounts, pensions, life cover, medical insurance – but the

by David Kuenzi, CFP®, Thun Financial Advisors Introduction Currency issues are often one of the most vexing and least well understood issues for investors. This is especially true for Americans abroad whose salaries and other income sources are often denominated

by Andrew Robins, Tax Director, RBC Wealth Management: “The consultation documents published today on the subjects of residence and domicile represent a significant step forward both in terms of the Treasury’s approach to these complicated areas, and to its way

by David Kuenzi, CFP®, Thun Financial Advisors Introduction This article analyzes how the exemption from state income taxation enjoyed by most Americans abroad significantly alters the calculation that determines whether or not Roth contributions and/or Roth conversion make financial sense.

David Kuenzi, CFP®, Thun Financial Advisors Updated, December 2011; Originally Published December, 2009 Introduction Even under the most conventional of circumstances, American taxpayers struggle to fully understand the myriad of tax advantaged retirement investment options they have. IRAs, 401(k)s, Roths,