This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explore the regulatory, logistical, and practical factors that may affect investment accounts when living abroad.
Topics include the implications of changing residency, limitations on certain investment products, multi-currency account features, estate planning issues, and questions related to Transfer on Death (TOD) arrangements. The conversation is intended to highlight the range of potential variables expats may encounter and to provide a framework for evaluating available options.
This content is provided for informational purposes only and is not intended as investment, legal, or tax advice.
⏱️ Timestamps:
00:00 – Introduction
01:40 – Defining expat-friendly custodians
03:20 – Residency and account eligibility
05:10 – Account status after moving abroad
07:45 – Fund access limitations for expats
10:25 – Currency holding and transfer features
13:10 – Currency conversion fees and structures
15:55 – Mixed-nationality household considerations
18:35 – Estate planning for expats
21:50 – Transfer on Death accounts and jurisdiction
25:05 – Assessing custodial flexibility
27:30 – Closing thoughts
For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/
Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com
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