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Join us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the unique aspects of expat life. Learn about living in countries like Germany, Angola, Switzerland, and Dubai, with insights into financial planning, cultural integration, and lessons from global adventures.Introduction and purpose of the podcast: 00:00:04Insights on team international backgrounds: 00:00:34Talia's journey to Germany: 00:02:41Overcoming German language challenges: 00:04:15Navigating expat bubbles and integration: 00:05:49Stan's move to Angola and ambitions in the financial sector: 00:07:53Economic boom and bust in Dubai: 00:08:55Swiss rental inspections: 00:23:00Challenges in Portuguese bureaucracy: 00:25:40Dreaming of future international living: 00:27:45
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📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.💼 Key Topics Discussed:Major Tax Law Changes: Discover the transition from remittance-based taxation to the Foreign Incoming Gains (FIG) regime.Capital Gains Tax Hike: Learn about the new capital gains tax rates and their implications for investors.Inheritance Tax Overhaul: Understand the impact of domicile changes and the new residency-based test.Implications for Expats: How these updates affect US citizens living or investing in the UK.Practical Tips: Expert advice on navigating the evolving tax landscape.🕒 Timestamps for Quick Navigation:Here are the timestamps with times displayed at the end:Introduction to UK Tax Law Updates (00:00:07)Changes in Remittance-Based Taxation (00:01:10)Key Tax Adjustments (00:02:16)Impact on Wealthy Individuals (00:03:17)Transition to Residency-Based Test (00:04:52)Capital Gains Tax Changes (00:10:38)Challenges in Financial Planning (00:12:45)Temporary Remittance Facility (00:13:16)Inheritance Tax Reforms (00:14:51)Closing Remarks (00:21:11)💡 Why Watch? This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.👍 If you found this content helpful, like, comment, and subscribe for more updates on global finance and investment strategies! 🔔. @usexpatinvesting 🎙️ Podcast Hosts: Keith Poniewaz, Stan Farmer, and Syl Michelin📍 Brought to you by Walker Condon Financial AdvisorsDisclaimer: The information presented is for educational purposes only and does not constitute financial or legal advice.For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com
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This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders.#WealthTaxes #Expats #InternationalTaxes #OffshoreAssets #TaxPlanning #GlobalFinance
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With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.
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Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.
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David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.
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In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.
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This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.
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In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.
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Syl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.
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Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024.
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In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.Read the 2024 Market Report here:https://walknercondon.com/2024-market-outlook-2/
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