Understanding foreign tax credits creates opportunities for international retirees to help optimize their tax position when living abroad. This important tax benefit acknowledges that income taxed in your country of residence shouldn't face full taxation again in the U.S., helping protect your retirement earnings.
Creative Planning International
金融服务
Madison，Wisconsin 1,442 位关注者
An investment management & financial planning firm serving U.S. expats & cross-border families in more than 90 countries
关于我们
Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 90 countries. We’re proud to be part of Creative Planning, an independent wealth advisory firm with more than $345 billion in combined assets under management and advisement.* Our team of cross-border wealth managers and financial planners is uniquely qualified to manage the complex implications of U.S. citizenship-based taxation for Americans abroad. We also work with non-U.S. citizen expats who face complicated tax regulation associated with cross-border investing. You’ll benefit from our comprehensive, planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders. Why not give your wealth a second look? Your Team Awaits. *In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.
- 网站
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https://www.creativeplanning.com/international
Creative Planning International的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Madison，Wisconsin
- 类型
- 私人持股
- 领域
- Wealth Management、Investment Management、Financial Planning和Strategic Tax Planning
地点
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主要
获取路线
3330 University Ave
Suite 202
US，Wisconsin，Madison，53705
Creative Planning International员工
动态
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The foundation of financial success for U.S. expats starts with a shared vision. Our latest article explains why discussing your future goals is the first step toward building financial security abroad. Plus, get five additional tips for building a strong foundation as U.S. expats.? https://lnkd.in/eDK-BC4S
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Creative Planning Director of International Investments Peter Sengelmann, CFA weighs in on the proposed $5M 'gold card' citizenship program: “It would be a challenge for the uber-wealthy to become a U.S. resident because they would be subject to worldwide taxation.” Read the full article for more.?
In Tuesday’s speech to a joint session of Congress, President Donald Trump said his proposed $5 million “gold card” citizenship program would exclude participants’ foreign income from U.S. taxes in what would be an exception to U.S. tax code.
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Our international wealth management team shares essential financial tips for newly married U.S. expats. Learn how to navigate multi-currency investments, tax treaties and more:?https://lnkd.in/eDK-BC4S
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When retiring abroad, U.S. trusts and probate face unique challenges and estate planning becomes more complex, often requiring local wills and specialized planning. Connect with our international team to help ensure your legacy remains protected across borders. https://lnkd.in/exAffsBw
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Our international wealth management team has created a detailed road map for U.S. expats navigating cross-border finances. Our comprehensive 2025 checklist covers essential aspects from multi-currency investment strategies to cross-border estate planning. Get the checklist here: https://lnkd.in/eh3SF5iy
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You may be able to help your child or grandchild with their dream of studying abroad. Learn more about using a 529 college savings plan to help cover the cost of a loved one's education in this short article. https://lnkd.in/e9WrqiRJ
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Moving overseas shouldn’t derail your financial goals, so you’ll want to make sure you have a solid investing and financial plan in place! Register for our FREE webinar on financial tips for Americans abroad to get actionable advice that could help you avoid costly mistakes. Register today: https://lnkd.in/eiEK3Juw
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