Retirement Planning: IRAs and US Qualified Plans for Expats in Germany or the Netherlands

Join us for a fireside chat in which Dunhill Financial and Black Swan Capital discuss tax retirement planning for Americans living abroad.
Topics discussed include:
How do IRAs for US expats work?
Retiring in Germany/Netherlands versus retiring back to the USA or in other countries with more favourable taxation treaties.
Taxation of US retirement plans
Traditional vs Roth IRAs?
Netherlands/Germany Specific Nuances (30% Ruling / Wealth Tax)
German/Dutch Pensions for US Expats
Other Key Financial Planning considerations for Expats in Netherlands/Germany
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Anya Berezow is a Certified Financial Planner™ at Dunhill Financial with over a decade of experience in the investment/banking industry. As an American Expatriate herself, she enjoys assisting other Americans who made their home outside of the US.
Anya’s goal is to simplify the financial planning process while addressing all aspects of investments, tax planning, risk management, retirement, and estate planning.
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David Bellingham, is CEO and a Director of Black Swan Capital. He has been advising international clients and heading up financial services businesses for over 20 years across 3 continents since he commenced as a financial adviser in the 1990s.
He has a Bachelor of Applied Science, a Master of Business Administration, a Diploma in Financial Planning and a Graduate Diploma in Certified Financial Planning. He is a member of The Chartered Institute for Securities & Investment.
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