Financial Planning & Taxes for Ex-Pats
Where in the World?
Investment Management
Taxes
If you have not already decided on where you want to reside or if you have narrowed down your decision to a few possibilities we can provide you with the pros and cons of living in each jurisdiction.
If you are already living abroad, we determine the requirements for that jurisdiction.
We help set you up with a Custodian who can provide you the flexibility you need to invest and operate in a foreign country. Investing and operating as an expat may come with several inconveniences – we try to mitigate these by working with custodians that offer flexibility in the choice of investments and flexibility in paying your bills and obtaining cash from your account
Included in our fee is preparation of your US personal tax return including forms 2555 and/or 1116 as needed. Expat taxes can be complicated – we help you navigate and execute the tax strategy that is most efficient for you.
Note: Entity returns (i.e. LLC, Corporate) are not included in our standard fee arrangement.
Our Process
Next Steps
Step 1: Free initial interview. We utilize this time to get to know each other and to develop a framework for a financial plan tailored to your living situation.
Step 2: TTG develops a Plan and presents you with options. No fees have been paid to this point.
Step 3: If you decide to move forward:
TTG Prepares Custodial paperwork which we deliver virtually
Funds/holdings are transferred into the international account
TTG begins management of the account according to your Risk Profile
You receive your Debit card for accessing your funds and/or a link to your local bank account is created.
Fees
Fee Schedule
AUM Percent
First $1,000,000 1.25%
Next $1,500,000 .75%
Next $2,500,000 .50%
AUM over $5,000,000 .25%
Minimum Fee is $5000.00
Other Stuff
TTG may not be able to provide assistance in all jurisdictions.
Ex-Pats are limited as to certain investment options.
IRAs must be held in a domestic account. TTG coordinates the management and reporting and compliance of both your IRAs and your after-tax international accounts.
Note: All regulations and rules regarding your retirement accounts and investment holdings must be followed regardless of where you reside.
