When it comes to top destinations abroad for Americans and U.S. expats, Spain is certainly one of the favorite choices. There are roughly 40,000-50,000 Americans residing in Spain, depending on the source you reference.
For Americans thinking about making the move abroad - whether it's for temporary work for a U.S. company, a job that is based in Spain, or retirement - there are many financial components to consider. It's not just as simple as leaving your U.S. finances behind when you board the plane.
Walkner Condon's Keith Poniewaz, Ph.D., walks you through several of the key financial considerations to be aware of if you're planning a move or even just thinking about one. A financial advisor who works with U.S. expats, Keith covers Foreign Earned Income Exclusion (FEIE), trusts and inheritance, why the location of your investments matters, and more.
Is relocation from the U.S. to Spain in your future? You can schedule a meeting to discuss your details more in-depth with our team of U.S. expat financial advisors below.
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---------- Video Contents ----------
0:00 - Intro
0:27 - U.S. Expat Reporting Obligations
0:50 - Moving to Spain for Work
1:36 - Investing in Retirement Accounts
3:33 - Location of Assets when Investing
4:30 - Estate Planning in Spain
6:37 - Taxes on Estate & Inheritance
8:37 - Gifting Strategies & Planning
9:07 - Managing Assets in Retirement
9:35 - Questions about Moving to Spain?
9:52 - Disclosures
Негізгі бет American in Spain: Financial planning and investing tips for U.S. Expats moving to Spain
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