The Cross-Border Family Wealth Guide (inbunden)
Inbunden (Hardback)
Antal sidor
John Wiley & Sons Inc
Kochis, Tim (foreword)
226 x 152 x 30 mm
440 g
Antal komponenter
The Cross-Border Family Wealth Guide (inbunden)

The Cross-Border Family Wealth Guide

Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad

Inbunden Engelska, 2017-03-17
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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.
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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.


Foreword by Tim Kochis, JD, MBA, CFP(R) xvii Preface xix Acknowledgments xxiii About the Author xxv Part I: Financial Challenges of a Cross-Border Life 1 Chapter 1 Who Are These Cross-Border Families? 3 The Growing Need for a Definitive Guide 4 Who s Who: Who This Book Is Meant to Serve 6 Examples of Who Might Benefit from This Book 7 Diagramming a Cross-Border Person: Residency and U.S. Income Tax Status 8 How Many Cross-Border Professionals and Families Are There? 10 Unique Challenges Faced by Cross-Border Families Connected to the United States 11 Chapter 2 Unique Challenges and the Regulatory Landscape 12 The Unequal Nature of Tax Regimes and Reach 12 The Unique Worldwide Reach of the U.S. Tax System 13 Complexity in Taxation and Other Regulations 14 Scarcity of Professional Help and Information 15 A Changing Legal, Financial, and Regulatory Landscape 17 The Far Reach of the Foreign Account Tax Compliance Act (FATCA) 19 Recommending Against Secretive Offshore Wealth Strategies 20 Part II: Saving and Investing: Building Your Personal Net Worth 21 Chapter 3 Building a Strong Foundation 23 Retirement Destination Unknown: Invest Globally 23 Spreading It Around 24 Wealth Creation and Accumulation 25 Saving from Earnings 25 Real Estate Ownership 26 Stock-Based Compensation 27 Entrepreneurs and Businesses Ownership 27 Investment Gains and Reinvestment 28 Inheritance 28 Diversification: Protecting and Growing Wealth 28 Considering Your Entire Balance Sheet 29 The Meaning of Diversification versus Asset Allocation 30 Spreading Thing Around 30 Asset Allocation in Investment Portfolios 30 A Well-Allocated Portfolio Can Still Lack Diversification 32 Allocating Your Net Worth: A Balance Sheet Approach 32 Six Primary Asset Categories 33 Three Additional Items of Importance 33 Cash and Cash Equivalents 33 Personal Residences 34 Income Property 35 Publicly Traded Securities: Stocks and Bonds 36 Bonds and Bond Funds (Fixed Income) 36 Stocks and Stock Funds (Equities) 37 Downsides of Owning Stocks 38 Concentrated Business Ownership 39 Personal Debt 40 Collectibles and Other Hard Assets 41 Other Private Investment Vehicles 41 Conclusion 42 Chapter 4 Investing in the Markets: Stocks and Bonds 43 Three Important Attributes 43 Easy Diversification 43 No Active Involvement 43 Source of Growth and Risk Control 44 Stocks and Bonds Work Better Together 44 Setting a Risk Objective 45 Managing Emotions While Focusing on the Long Term 45 Stock Picking Maybe Not 46 Investment Advice to Live By 47 Avoiding the Herd Mentality 48 Staying Calm in Times of Change 49 Determining Investment Goals and Objectives 49 Four Common Investor Objectives Defined 50 Fundamental Investment Guidelines 51 Low-Cost Passive Investing 52 Tax Efficiency Is Huge 53 Global Diversification for All 53 Risk Control Through Asset Allocation 54 Regular Rebalancing Adds Value: Don t Invest and Forget 54 Strategic Versus Tactical Asset Allocation 55 Strategic Asset Allocation (SAA) 55 Tactical Asset Allocation (TAA) 55 Take It Slow 56 A Jurisdictional Review: Where to Hold Investments? 57 Large Foreign Banks in Europe or Asia 58 Have You Earned Your Own Private Banker? 58 Not World-Class Investments 58 Not World-Class Advice 59 Tax Reporting and FATCA 59 Large Offshore Private Banks 60 Smaller Offshore Banks and Insurance Companies 61 U.S. Brokerage Accounts 62 Problems with Maintaining Accounts in the United States 63 Foreign Residents with U.S. Accounts 64 The Best Choice for Many People 65 Part III: 401(k)s, IRAs, and Other Pensions and Savings Plans 67 Chapter 5 A Global Approach to 401(k)s and IRAs 69 Investing Your Serious Money 69 401(k) Plan Basics 70 Key Benefits of 401(k) Plans 70