Investing in the U.S. for Non-Americans

Are you a nonresident alien (irs.gov/individuals/international-taxpayers/no…) or non-U.S. citizen looking to invest in the U.S.?

Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about investing in the U.S. as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to be a multi-part series on the podcast.

In this episode, Keith, Stan & Syl cover the background on the topic and dive into the complications of investing in the U.S. as a non-American from both an inheritance perspective and income tax perspective. They also define U.S. situs assets and non-U.S. situs assets, and how the situs status can impact your portfolio.

Questions about investing in the U.S. as a non-U.S. citizen or nonresident alien? Send them to us, and we might feature them on a future episode of the podcast. You can also reach out to our team (usexpatinvesting.com/contact) and speak directly with an advisor through the links section below.

LINKS

Watch on YouTube (youtu.be/TrwIhxzF7no)

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)