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The Cross-Border Family Wealth Guide: Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad
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Make sense of international personal finance with expat-specific expert advice
The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps.
While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families.
- Navigate the complexities of international taxation
- Get specific guidance on retirement planning
- Make sense of how real estate fits into your financial picture
- Invest appropriately to maximize growth for the future
- Manage your assets and tax benefits across borders
With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.
- Sales Rank: #159761 in Books
- Brand: WILEY
- Published on: 2017-01-24
- Original language: English
- Dimensions: 8.90" h x 1.20" w x 6.10" l, .0 pounds
- Binding: Hardcover
- 272 pages
Features
From the Inside Flap
Managing personal finances is always a challenge. For those who are either foreign citizens living in the states or U.S. citizens abroad, the simple process of planning for retirement can seem impossible due to the complexities of managing money across borders. The Cross-Border Family Wealth Guide demystifies the issues relating to taxes, investing, real estate, and retirement and then sheds light on many little-known opportunities available to cross-border families.
Whether your cross-border financial connection involves a job, inheritance, property, or other investments, this book deals with many of the most common challenges people face when managing wealth globally. The information here is grounded in research and experience both advising hundreds of families facing cross-border concerns and interviewing dozens of experts in the field.
The underlying link between all of the advice inside is asset efficiency—specifically, how to best protect and grow your assets for retirement, while minimizing taxes and optimizing growth. In today's world, you can't rely on a company or government to provide for your retirement, and this straightforward guide puts you in control of your own financial health with comprehensive, up-to-date advice on:
- Building a diversified, global investment strategy in a low cost and tax efficient way, while also controlling risk
- Utilizing and optimizing 401(k) and IRA retirement savings plans in the U.S. or an equivalent foreign retirement plan
- Understanding the tax benefits and investment characteristics of owning and renting real property
The material in this user-friendly guide works both for those with limited investment experience looking to develop a cross-border investment strategy, as well as for experienced investors in need of retirement advice to avoid getting blindsided by unexpected taxes or difficulties when drawing from their savings. Globally mobile families need special financial guidance for their unique lifestyles, and The Cross-Border Family Wealth Guide ensures that you have that information on your side.
From the Back Cover
"Andrew Fisher's The Cross-Border Family Wealth Guide comes to the rescue of those who may not even realize that they need to grapple with tax, financial, and investment requirements and opportunities that are extraordinarily complex…The Cross-Border Family Wealth Guide reveals proven pathways out."
—From the Foreword by Tim Kochis, JD, MBA, CFP�
THE AUTHORITATIVE PERSONAL FINANCE GUIDE FOR EXPATS
The Cross-Border Family Wealth Guide is the financial guidebook cross-border families have been waiting for to clarify and streamline the complexities of global wealth management. For Americans living abroad and foreigners living in the U.S., this helpful resource details how to navigate the ever-changing rules and regulations which complicate saving and investing, and planning for retirement. Insightful case studies from the real world will prepare you to implement this accessible advice from an accomplished financial advisor specializing in cross-border wealth management. The easiest way to ensure your family's financial security is through careful planning based on proven results, and by starting here you can:
- Gain a firm grasp on all the nuances of international taxation and how to avoid costly pitfalls
- Manage your assets and plan for your future with the confidence that comes with guidance aimed at your specific circumstances
- Design a retirement strategy that will protect and grow the assets you worked hard to earn and save
The Cross-Border Family Wealth Guide is the expat's road map to long-term financial security.
About the Author
ANDREW FISHER is widely regarded as a leading wealth advisor to cross-border families. He frequently writes and speaks to the unique financial planning and investment complexities faced by international families, particularly when an individual is a tax resident of the United States. Andrew holds the CFA and CPA designations, and serves as president and founder of Worldview Wealth Advisors, an independent wealth management firm focused on financial planning and investment advice for cross-border families.
Most helpful customer reviews
0 of 0 people found the following review helpful.
There is so little information available regarding financial/tax issues for multi-country families I pre-ordered the book and am
By Annelies Kloosterman
As a dual USA/NLD citizen considering changing countries this book is a treasure. There is so little information available regarding financial/tax issues for multi-country families I pre-ordered the book and am glad I did. It is written logically, and for those of us not daily immersed in financial matters Mr. Fisher has written this for easy comprehension. In addition, the book is quite comprehensive, causing me to consider issues I would never have known about. I strongly recommend this book to any who are coming to, or coming from the USA, in order to get a grip on the financial/tax issues that cross border life/work creates. It is a good planning tool as well for considering your next moves and living options.
1 of 1 people found the following review helpful.
Very thorough
By Abacus
This is a very specialized topic addressing a niche market. The author is very well qualified to provide advice on the matter. He has decades of experience supported by strong academic and professional credentials. He covers all relevant aspects of this domain in 14 brief, but detailed, and clearly written chapters. The author uses numerous lists, bullet points, diagrams to emphasize his main points.
Reading through the book, I found myself in agreement with the vast majority of what the author conveyed.
The one exception is where late in the book the author recommends against deferring Social Security until 70 because people don’t know when they are going to die. I remember making breakeven calculations regarding when to start withdrawing Social Security. And, depending on assumptions deferring vs. not deferring Social Security had a breakeven around 78 to 80 years old. Two simple questions can resolve the conundrum of deferring SS. Given one’s health at 65 or so and family background do they expect to live several years beyond 80? And, can they afford to defer SS until 70? If the answer is yes to both those questions, you may be a lot better off deferring. You figure as you age, one of the main concerns is running out of retirement and investment funds to support yourself. By withdrawing SS before 70 you are significantly increasing this risk. The author pointed out that if you die earlier (he did not specify when; but the “when” is around 78-80 years old as mentioned above) you have left money on the table. Absolutely true, but in terms of a gamble as the author phrases it, I would rather take on the risk of leaving a bit of money on the table if I leave this world earlier than I thought in exchanging of substantially reducing my risk of running out of investment assets if I lead a long life.
The above is a minor detail in an otherwise very good book on the subject. For the mentioned reason, I still give this book a 5 rating.
3 of 3 people found the following review helpful.
A financial roadmap for the global citizen....covers new and important terrain
By WWT
As an American living in the UK, I read Andrew's book with great interest. It is an overdue look at how expats can and should manage their wealth, particularly given the challenges posed by FACTA and IRS jurisdiction over foreign assets and income. At the same time, the book offers a useful guide to foreign citizens working in the US, as well as to non resident aliens with assets in the USA. Tax issues are covered in this book, but the ultimate contribution of this work is to highlight the strategic considerations that all those with cross border assets must take into account. Fisher notes, for example, that individuals considering moving to the US may want to dispose of foreign real estate holdings before moving to the USA, as to sell them during their residence in the States (or even after) may result in significant US tax exposure. Useful for financial advisors and the layman alike, this book represents a major step forward in addressing the complex financial needs of an underserved and growing population.
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