🌏Top Financial Issues for Americans living in Australia
Webinar where we provide a high level review of the major financial challenges facing Americans living in Australia.
Ashley Murphy, CFP® AIF® Founder and Principal of Arete Wealth Strategists Australia reviews the following topics:
Investment & Retirement Considerations
-Investment / Retirement Account Closures
-US Retirement Accounts
- Investment Management & Distributions
- Eligibility and When to take?
Banking and Foreign Exchange
-Annual Tax Filings
-Foreign Tax Credit vs Foreign Earned Income
-Exclusion - how do they work?
-US Gift / Estate Tax (“Transfer Taxes” includes Inheritances)
-Account Titling -US Estate Tax -US State Estate Tax -US Expatriation Tax -Passive Foreign Investment Corporation (PFIC) Taxes -Superannuation Accounts