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American Club of MADRID. NTK Seminar: Investing as an American Abroad: What You Need to Know Now.

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Date(s) - 21/02/2019
7:00 pm - 9:00 pm

CEU San Pablo Fac. Económicas y Empresariales


Investing as an American Abroad: What You Need to Know Now to Grow Your Savings and Avoid Conflicts with the IRS:  Why you must be aware of PFICs (US-based mutual funds can by a major problem!)  Manage currency risk in your investment portfolio. Tax optimization, compliance requirements, How to navigate the complexity  that prevents you from investing effectively as an American Abroad. Be aware of how your US retirement accounts will be tax abroad. Be aware of the basics of cross-border probate for American abroad. Learn of efficient, effective and fully compliant alternative for investment as an American Abroad.

. David Kuenzi (Thun Financial Advisors, Madison WI) & James Levy (Clearwater Private Investments, Luxembourg) Free Required registration:    


Bookings are closed for this event.