Are you a nonresident alien 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 and speak directly with an advisor through the links section below.
LINKS
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor
