International Asset Management

International Asset Management Investment management and financial planning for US expats. We understand the expatriate lifestyle because we have been there ourselves.

As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering financial advice specifically tailored to your situation. Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that sp

ecializes in expatriate financial issues and global investment strategies. Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need. As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation. As a non-US citizen living in the United States you face financial considerations that may be quite different from those in your home country. Pension plans, taxation of income and investments, estate tax, and retirement and education savings accounts work differently in the United States than in other countries. Furthermore, for individuals and families with assets in both the United States and other countries, it is necessary to consider the cross-border implications of managing these assets. Cross-border tax, estate planning, and portfolio management are highly specialized fields – at IAM we have in-house expertise and a global network of cross-border professionals who help our clients address such financial planning concerns.

Many Americans plan a while ahead when moving abroad, so here are some destinations to consider if you're planning a mov...
07/13/2026

Many Americans plan a while ahead when moving abroad, so here are some destinations to consider if you're planning a move in 2027

You may be surprised by a few on this list.

International Asset Management President Tom Zachystal, CFA, CFP has been advising Americans moving and living abroad re...
07/10/2026

International Asset Management President Tom Zachystal, CFA, CFP has been advising Americans moving and living abroad regarding retirement planning, investing and financial planning for 25 years.

One question he hears a lot is whether other countries respect the tax benefits of Roth IRAs.

Are Roth IRAs tax-free for expats?In the US they are, but once yo...

is the number 1 destination for Americans moving abroad, thanks to the allure of a great climate and culture, a better...
07/06/2026

is the number 1 destination for Americans moving abroad, thanks to the allure of a great climate and culture, a better quality of life and thriving expat communities while still being close to the USA.

Also check out our financial planning guide for Americans moving to and living in Mexico - https://iamadvisors.com/financial-planning-investing-americans-moving-mexico-guide/



https://www.moneytalksnews.com/why-mexico-is-the-top-choice-for-over-million-american-expats/

Several factors make Mexico a perfect haven for American expats.

In a new video, International Asset Management President Tom Zachystal, CFA CFP discusses the financial issues facing Am...
07/03/2026

In a new video, International Asset Management President Tom Zachystal, CFA CFP discusses the financial issues facing American digital nomads, temporary residents, and retirees abroad, including residency and mailing addresses, visa considerations, healthcare coverage, and unexpected tax issues that can arise when living internationally.

As always, get in touch if you would like to discuss your situation.



Are you planning to work remotely from overseas, spend a few years ...

Purchasing foreign is a significant moment for many American expats, however it's inevitably more complex than they an...
06/29/2026

Purchasing foreign is a significant moment for many American expats, however it's inevitably more complex than they anticipate.

Local legal systems and financing rules are different, US reporting obligations follow you, and currency fluctuations can erode your returns even if your property is appreciating. Real estate should also be contextualized within your wider cross-border financial planning.

To learn more, read my latest article on investing in foreign property as a US expat:

https://iamadvisors.com/foreign-real-estate-investment-considerations-us-expats/

Before investing in foreign real estate as an American abroad, it’s important to get informed and seek professional advice

A nice article by MSN outlining some of the challenges of retiring abroad. These include many financial planning challen...
06/22/2026

A nice article by MSN outlining some of the challenges of retiring abroad. These include many financial planning challenges, including retirement income, cross border estate planning, investing from abroad, the implications of US global taxation, and currency movements.



Retiring in another country can present unexpected financial, legal, and cultural hurdles. Exchange rate fluctuations, hidden costs, and complex tax rules can undermine anticipated savings, while visa restrictions and shifting residency laws may affect long-term plans. Limited healthcare coverage, l...

Thinking about a move to Mexico, or already living there?One of the biggest challenges for Americans abroad is figuring ...
06/20/2026

Thinking about a move to Mexico, or already living there?

One of the biggest challenges for Americans abroad is figuring out how their financial life changes after they relocate. Taxes, investments, retirement accounts, estate planning, currency considerations, and reporting requirements can all become more complex than expected.

That’s why we created a new guide for Americans moving to Mexico. It covers key planning issues, common mistakes, and practical considerations for building a financial strategy that works on both sides of the border.

Whether you're preparing for a move, settling into life in Mexico, or reviewing an existing plan, our guide will help you make more informed decisions.

Download your guide here: https://iamadvisors.com/financial-planning-investing-americans-moving-mexico-guide/

Americans moving to Mexico face multiple financial planning and investing challenges. Download our free guide, or seek advice.

An interesting article on adapting to life abroad and evolving identity for
06/15/2026

An interesting article on adapting to life abroad and evolving identity for

Is American identity portable?

Thousands of Americans living abroad invest in foreign real estate every year, as a home, a vacation property or plan B,...
06/12/2026

Thousands of Americans living abroad invest in foreign real estate every year, as a home, a vacation property or plan B, or as an investment.

Foreign real estate involves more moving parts than back home, however. The legal system, and the purchase process and currency are often different, as are foreign financing rules and local taxes. This doesn’t mean that investing in global real estate is a bad idea, but it’s important to get informed and seek professional advice. Also, as with all investments, buying foreign real estate works best when approached as part of a broader financial plan rather than as a standalone or emotional decision.



Before investing in foreign real estate as an American abroad, it’s important to get informed and seek professional advice

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