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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAuthor: Walkner Condon Financial Advisors for U.S. Expats Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Americans Moving to Europe: The Financial Pitfalls You Don't See Coming
Monday, 1 June, 2026
Moving to Europe? Before you pack your bags, make sure your finances are ready.In this episode of Gimme Some Truth, Nate, Stan, and Syl break down the most common — and costly — financial mistakes Americans make when moving abroad. From mishandling US retirement accounts to holding the wrong investments in a foreign country, these errors can cost you thousands in unnecessary taxes and penalties.Whether you're planning a move to France, Germany, the Netherlands, or anywhere in the EU, this video covers what you need to know about 529 plans, IRAs, 401(k)s, TSP rollovers, tax treaties, and building a portable investment portfolio.🔑 Key topics covered:— Why you need to talk to a financial advisor BEFORE you move— How 529 plans and custodial accounts create problems overseas— IRA and 401(k) rollover strategies for expats— Country-by-country tax rules across Europe— The TSP rollover trap (and the major tax savings opportunity most people miss)— How to choose the right advisor for an international move📌 Chapters:0:00 – Introduction & Overview0:27 – Why Timing Matters: Contact an Advisor Before You Move1:32 – Three Categories of Common Mistakes2:27 – US-Specific Account Structures: 529 Plans & Custodial Accounts5:34 – Why 529 Plans Are a Problem in Europe7:47 – IRAs, 401(k)s & Retirement Account Rollovers9:27 – Country-by-Country Tax Rules in Europe11:14 – Tax Treaties & Government Pension Plans14:39 – The TSP Rollover Trap: A Major Tax Savings Opportunity16:31 – Investment Holdings & Portability of Portfolios18:03 – Choosing the Right Advisor for International Moves20:23 – Disclaimers📩 Thinking about moving abroad? Reach out to Walkner Condon for guidance on your specific situation.#MovingToEurope #AmericanExpat #ExpatFinance #ExpatTaxes #401k #IRA #TSP #529Plan #InternationalTax #FinancialPlanning #ExpatLife #movingabroad 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth- @usexpatinvesting and @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondon
