Intro to Expatriation Pt. 2: Financial Consequences of Covered Expat Status

We continue our ‘Introduction to Expatration’ series with a deeper dive into the implications and consequences of covered expat status.

While our first episode of this miniseries focused on the definitions and differences of covered vs. uncovered expat status, this edition hones in on what it means financially if you find yourself in the group of covered expats. As with most things involving expatriation, it’s complex to be in the covered category. And as Stan Farmer, CFP, J.D., and Keith Poniewaz, Ph.D. explain, there are many financial (and tax components) to consider. They go more in-depth on what those considerations are, how different types of assets are treated when it comes to expatriation, and more.

Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatriation’ series? Let us know by sending an email to info@walknercondon.com.

LINKS

Watch on YouTube (youtu.be/NqikgFlzGVw)

Walkner Condon's U.S. Expat YouTube Channel (youtube.com/c/WalknerCondonFinancialAdvisorsLL…)

Educational Materials for Expats (usexpatinvesting.com/educational-materials-for…)

Contact Us (usexpatinvesting.com/contact)Meet with a U.S. Expat Financial Advisor (usexpatinvesting.com/book-an-appointment)