If there’s a number one investing-related FAQ among U.S. expats, this one is right near the top of the list. Unfortunately, this is a frequently asked question that doesn’t have one answer. And that answer can change, especially depending on where a U.S. expat is planning on living.
U.S. expat financial advisor Keith Poniewaz, Ph.D., discusses some of the complications involved when Americans open brokerage accounts while living abroad. He also dives into three potential brokerage solutions for U.S. expats. And while the retail offerings provided by these brokerages might suffice for U.S. expats looking to go at it themselves, financial advisory firms are a fourth solution with potentially more investment options.
Questions about choosing a brokerage as a U.S. expat? Send an email to youtube@walknercondon.com or check out the link section below.
LINKS
📰 Article: What is the Best Brokerage for Expats?: bit.ly/3NPv7u3
▶ Subscribe to Walkner Condon's U.S. Expat KZitem Channel: bit.ly/3JnpPnW
💻 Additional Educational Materials for Expats: bit.ly/3MIC0ht
📞 Contact Us: usexpatinvesti...
📅 Meet with an Advisor: usexpatinvesti...
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--------BEST BROKERAGE OVERVIEW--------
0:00 - Opening Accounts While Abroad
0:40 - FATCA's Impact
1:34 - U.S.-Based Brokerage with Clients Outside U.S.
2:00 - Local Compliance Factors: Mutual Funds & ETFs
2:42 - 1- Interactive Brokers
3:28 - 2 - Charles Schwab
4:00 - 3 - Choice by Kingdom Trust
5:08 - TD Ameritrade & Fidelity
5:15 - Changing Address
5:38 - Location is Important
5:50 - Contact Info
6:00 - Disclosures
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