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Financial Planning Considerations for Americans Working Abroad

June 15, 2021 | Marina Hernandez

Marina Hernandez, as a special guest of 52 Pearls: Weekly Money Wisdom podcast!

Marina spoke with Melissa Joy, CFP® about the complex financial planning issue expat families must consider and how expat families can find assistance with the U.S. tax code.

What You’ll Learn In This Podcast Episode

Do I still need to file taxes in the US if I move abroad for work?
The US practices citizenship-based taxation; How are retirement accounts opened overseas handled here in the US?
What type of assistance do corporations offer for tax preparation?
What is the difference between foreign tax credits and foreign income exclusion?

Full Article and Podcast

Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez also offers tax preparation services under MHTax. This is considered an outside business activity from Dynamic Wealth Advisors and is separate from Ms. Hernandez’s activities as an investment advisor representative of Dynamic Wealth Advisors.

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Marina Hernandez is an Investment Advisor Representative with Dynamic Wealth Advisors dba Swiss American Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Marina Hernandez offers tax preparation services under MHTax, this is considered an outside business activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez's activities as an investment advisor representative of Dynamic Wealth Advisors. Insurance products are not offered through Dynamic Wealth Advisors. This is considered an outside business activity and is separate and apart from advisory services offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See adviserinfo.sec.gov/IAPD by searching under crd #151367.

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