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?
Jeffrey Haindl and Marina Hernandez are Investment Advisor Representatives 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 activities from Dynamic Wealth Advisors and is separate and apart from Ms. Hernandez’s activities as an investment advisor representative of Dynamic Wealth Advisors.