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作者 Fisher, Andrew
書名 The Cross-Border Family Wealth Guide : Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U. S. and Abroad
出版項 New York : John Wiley & Sons, Incorporated, 2017
©2016
國際標準書號 9781119234289 (electronic bk.)
9781119234272
book jacket
說明 1 online resource (231 pages)
text txt rdacontent
computer c rdamedia
online resource cr rdacarrier
附註 Intro -- Title Page -- Copyright -- Table of Contents -- Dedication -- Foreword -- Preface -- Our Firm: Worldview Wealth Advisors -- Worldview's Founder, Andrew Fisher: A Personal Pledge -- Acknowledgments -- About the Author -- Part I: The Financial Challenges of a Cross-Border Life -- Chapter 1: Who Are These Cross-Border Families? -- The Growing Need for a Definitive Guide -- Who's Who: Who This Book Is Meant to Serve -- Diagramming a Cross-Border Person: Residency and U.S. Income Tax Status -- How Many Cross-Border Professionals and Families Are There? -- Chapter 2: Unique Challenges and the Regulatory Landscape -- The Unequal Nature of Tax Regimes and Reach -- The Unique Worldwide Reach of the U.S. Tax System -- A Changing Legal, Financial, and Regulatory Landscape -- Part II: Saving and Investing: Building Your Personal Net Worth -- Chapter 3: Building a Strong Foundation -- Retirement Destination Unknown: Invest Globally -- Wealth Creation and Accumulation -- Diversification: Protecting and Growing Wealth -- Allocating Your Net Worth: A Balance Sheet Approach -- Cash and Cash Equivalents -- Personal Residences -- Income Property -- Publicly Traded Securities: Stocks and Bonds -- Concentrated Business Ownership -- Personal Debt -- Collectibles and Other Hard Assets -- Other Private Investment Vehicles -- Conclusion -- Chapter 4: Investing in the Markets: Stocks and Bonds -- Three Important Attributes -- Stocks and Bonds Work Better Together -- Managing Emotions While Focusing on the Long Term -- Stock Picking-Maybe Not -- Investment Advice to Live By -- Determining Investment Goals and Objectives -- Four Common Investor Objectives Defined -- Fundamental Investment Guidelines -- A Jurisdictional Review: Where to Hold Investments? -- Problems with Maintaining Accounts in the United States -- The Best Choice for Many People
Part III: 401(k)s, IRAs, and Other Pensions and Savings Plans -- Chapter 5: A Global Approach to 401(k)s and IRAs -- Investing Your Serious Money -- 401(k) Plan Basics -- Key Benefits of 401(k) Plans -- Global Investing for a Global Retirement -- 401(k) Plans Lack a Global Perspective -- Target Date Funds: A Lot to Like and Dislike -- IRA Rollovers -- IRAs Offer Distinct Advantages -- Owning Real Estate Within an IRA -- Leave It Alone and Let It Grow -- Chapter 6: Unique Cross-Border 401(k) Issues -- A Lack of International Tax Agreement -- Do the Benefits of a 401(k) Follow You? -- How Are Distributions Taxed? -- Contributions to IRA Accounts While Living Abroad-Be Careful -- Chapter 7: Foreign Retirement Plans, Pensions, and Other Savings Accounts -- Foreign Retirement Plans -- Roth IRAs and Roth 401(k)s -- Traditional Pension Income -- Educational Savings: 529 Plans -- Finding Good Advice Is a Challenge -- Part IV: Real Estate -- Chapter 8: Renting, Owning, and Investing -- Crazy for Real Estate -- Real Estate Appreciation Likely to Slow in Future -- Primary Residences and Vacation Homes -- Real Estate as an Investment -- To Rent Out or Sell a Former Home -- Chapter 9: Real Estate Taxation and Other Considerations -- Basic Tax Treatment of Real Estate -- Foreign Properties Often Not Reported to the IRS -- Owning Property Inside of an IRA -- Other Cross-Border Considerations -- Part V: Cross-Border Taxation -- Chapter 10: Understanding the Three Types of Cross-Border Families -- The Unique Complexities of Cross-Border Taxation -- Tax Profiles: Three Types of Cross-Border Families -- Becoming a U.S. Resident for Tax Purposes -- Tax Treaty Basics -- Chapter 11: U.S. Tax Overview: Federal and State -- Taxing Worldwide Income: The IRS Is Different -- State Income Taxes -- Chapter 12: Additional Tax-Planning Considerations
Investing Outside of the United States-Avoiding PFIC Rules -- Foreign Asset Reporting and Tax Evasion -- Other Forms of Taxation in the United States -- Prearrival Planning -- Part VI: Retirement Planning -- Chapter 13: Planning for a Global Retirement -- Where to Retire? A Common Dilemma -- Investing for Retirement -- Having Enough Money to Retire -- Organizing and Optimizing Worldwide Income and Assets -- Chapter 14: Considerations for Cross-Border Retirees -- Tax Planning for Retirement -- Cash Management and Account Administration -- Social Security and Foreign Government Pensions -- Drawing on Tax-Deferred Accounts -- Conclusion -- An Overview of Key Points -- Final Thoughts and Words of Encouragement -- Index -- End User License Agreement
Description based on publisher supplied metadata and other sources
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2020. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries
鏈接 Print version: Fisher, Andrew The Cross-Border Family Wealth Guide : Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U. S. and Abroad New York : John Wiley & Sons, Incorporated,c2017 9781119234272
主題 Americans--Foreign countries--Finance, Personal
Electronic books
Alt Author Kochis, Tim
記錄 3 之 5
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