Creative Planning International

Embarking on an international move with your family? It's sure to be an adventure filled with excitement and challenges. We've compiled five essential tips to smooth your family's transition abroad. Whether you're in the early planning stages or counting down the days until your move, we can help you make this international relocation a more positive experience for every family member. https://lnkd.in/ecXcV57J

As a U.S. expat, you face a unique set of financial considerations that requires careful planning and attention. Be sure to cover these nine key topics with your international wealth manager and tax advisor during your annual review meeting: #1 – Any changes that occurred in your life over the past year #2 – Investment performance and allocation #3 – Fees #4 – Progress toward your financial goals #5 – Goals for the upcoming year #6 – Banking and currency considerations #7 – Compliance with foreign financial reporting requirements #8 – Tax regulations and compliance #9 – Risk management

If you’re making plans to move your family overseas, one of the most challenging decisions you’re likely to make is where to send your kids to school. Of course you want your children to continue thriving academically, meet new friends and excel in their new country of residence, but it can be difficult to evaluate your options in a new country. In our latest article, we highlight four tips to help you select the right education option for your children while living abroad. https://lnkd.in/gUwqA-Zn

For U.S. citizens living abroad, contributing to an IRA (if eligible) can be a smart financial move, particularly when residing in countries with lower tax rates. However, this strategy may be less beneficial for those in high-tax nations. This video illustrates the tax implications for U.S. expats living in two contrasting locations.

Moving to a new country involves more than just adapting to a different culture — it also requires careful financial planning. It’s especially important to plan for how changes in your expenses may impact your lifestyle. Our latest article breaks down six important budgeting tips to consider as you plan your move overseas: -   Understand the cost of living. -   Consider the cost of healthcare and insurance. -   Understand your new tax obligations. -   Prepare for the financial requirements of visas and residency permits. -   Understand how currency fluctuations impact your spending power. -   Budget for the move itself. Learn more: https://lnkd.in/eG3_nX5y

For expats, retirement planning presents unique challenges and opportunities. A common misconception in financial planning is viewing retirement as a short-term investment. Understanding how retirement is a long-term investment helps in developing more robust financial strategies that emphasize the opportunity for continued growth — not just preservation — of your assets.

Are you an American expat living abroad? Consider these seven tips when creating an estate plan to help ensure your needs are covered while living overseas. https://lnkd.in/epdJYPra

Navigating your finances across borders can be complex. Did you know PFICs (non-U.S. mutual funds) can trigger annual tax filings that take more than 20 hours to complete year each, with each holding requiring a separate filing? If you’re contemplating a move to the UK, review the seven considerations outlined in our latest article. https://lnkd.in/exd5Shbz

Boasting scenic coastlines, an agreeable climate, a low cost of living and great food, Mexico has become a premier destination for Americans working, living and retiring abroad. If you’re thinking of moving to Mexico from the U.S., it’s important to consider these nine financial questions before making the big move.

For many Americans living abroad, benefiting from the significant tax advantages of qualified retirement accounts is difficult because of their complexity — especially when the special tax implications of living abroad are factored in. Get answers to frequently asked questions about investing in IRAs and Roth IRAs as an American expat. Download our free guide to learn more. https://lnkd.in/eSCgNngW