Worldview Wealth Advisors

For those people living abroad on an expat contract, when they decide to stay indefinitely and move to a local employment contract, it can be a real drag.

Many of our clients have set themselves up to retire abroad into their rental properties. Some financial things to think about!

Please join us for a special free webinar focused on the unique personal financial situation of international professionals working in the U.S. at large technology companies such as Google, Facebook, and others. Hosted via Zoom on Aug 19, 2020, at 4:00PM Pacific Time

Global professionals who have previously worked in the U.S. tend to leave significant assets there, including their tax-advantaged retirement accounts. These U.S.-based accounts can cause big problems for non-residentswe’ll explain.

We periodically hold webinars with a goal to educate global professionals who may be coming to the U.S. or leaving to another country.

Globally mobile retirees may encounter an unexpected reduction to their U.S. social security benefits when it comes time to start their payments; don’t be caught off-guard.

If inheriting assets seems like a complex process, it’s even more complex when it involves a non-resident alien (NRA).

The coronavirus pandemic has upended daily life, changing how we interact with loved ones, colleagues and strangers. This presents a unique opportunity to live anywhere one desires, including potentially an international destination.

Investing with social values is here to stay.

Given the devastation of the short-term rental market à la Airbnb, we want to remind you that investing in rental real estate does involve risk.

Don't forget Americans overseas also qualify...

Important news for people with workplace Section 125 cafeteria plans...