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Planning retirement for multinationals

October 5, 2022August 27, 2021 by Victor Gersten, CFP®
Planing retirement for multinationals

Planing retirement for multinationals By Victor E Gersten, M.S., CFP® | August 27th, 2021. Are you planning on retiring in another country? Are you a multinational, dividing your work life between countries? Do you work abroad to support your family, and hope to return and live near them in retirement? This guide is for you.

Categories Expats, F.I.R.E., Financial Planning, Taxes

Should I buy when I move abroad?

October 5, 2022July 28, 2021 by Victor Gersten, CFP®

Should I buy when I move abroad? By Victor E Gersten, M.S., CFP® | July 28th, 2021. Are you dreaming of traveling to far-off lands and enjoying retirement without having to worry about finances? With a bit of planning, retirement abroad can become a reality!

Categories Expats, F.I.R.E., Financial Planning, Taxes
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  • Home
  • About us
  • Who we serve
    • Expats
    • F.I.R.E.
  • Our services
    • Wealth Management
      • Portfolio Management
      • Financial Planning
      • Tax Preparation
    • Financial Planning
  • Blog

Sofia Retif photo

Sofia Retif

Administrative Assistant

 

Victor Cancino photo

Victor Cancino, JD, LL.M.

International financial lawyer

 

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Tyler LaMarch

Bicultural attache

 

Emily Purdon photo

EMILY PURDON, CFP®, EA

Senior Director

 

Sara Williams photo

SARA WILLIAMS

Lead Operations Specialist

 

Blake Mattfeldt photo

BLAKE MATTFELDT

TAX Specialist

 

Chelsey Patera photo

CHELSEY PATERA

Tax Manager

 

Dan Ritter photo

DAN RITTER, CPA

Tax Manager

 

Katrina Ivancic photo

KATRINA IVANCIC, CPA

Tax Manager

 

Michael Law photo

Michael Law, CPA

Senior Tax Manager

 

Sam Nguyen photo

SAM NGUYEN, CFP®, EA

Senior Tax Manager

 

Victor Gersten Photo

Victor Evans Gersten, EA, CFP®, M.S., GFP®.

Head coach

Founder of Cross Border Wealth Advisors with experience in the financial services industry dating back to 2007. Victor brings vast experience in the U.S. banking and investment system. He has also lived in Italy, Spain, Mexico, and United States, adding as someone who understands what it’s like to live away from you were born.

 

Pam Hocevar photo

PAM HOCEVAR, EA

Tax Manager

 

Comprehensive financial plan

It is a very in depth analysis around investments, retirement, estatement planning, taxes and insurance.

The comprehensive financial plan answers some of the most common questions:

1. How early can I retire?

2. How much money will I be able to spend every month to be financially independent?

3. How can I maximize my investment portfolio to earn the highest return aligned to my risk profile?

4. How can I best optimize my tax situation?

All comprehensive financial plans will include, at no additional cost, links all applicable tax treaties between the U.S. and your second country of residence.

All comprehensive financial plans will be proficient in foreign tax issues and will include
relevant information for expats to be aware of (IRS forms to fill out, deadlines, tax Do’s and Don’ts).

All comprehensive financial plans are aware of global investment issues for American expats living abroad.