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Personal Investments • Re: Keeping US Brokerages while living abroad

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Thanks for the feedbacks! I will ask the tax specialist we use.
You have to get specific (what country, what types of assets, tax agreements). Make sure your tax specialist is a specialist in your country.

Also, consider a consultation with Planvision (Mark Zoril). He assists international investors with setting up their strategy in a fee only capacity. He is low cost and I think a few hours of his time would get you started on the right path or he would validate what you are already thinking.
Thanks for all your points - appreciate it!

Statistics: Posted by monkeytoad — Wed Jul 10, 2024 1:31 pm



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