[Recording only] Investment Strategy for Americans in Germany

THIS EVENT HAS PASSED, BUT YOU CAN STILL PURCHASE THE RECORDING.  PLEASE MAKE A TICKET PURCHASE AT THE BOTTOM OF THE PAGE.

Looking to invest but not able to find a brokerage account or worried about double taxation?

Join us for a frank conversation on investing as an American abroad.

WHEN: Thursday, March 28, 2024 from 7:00-8:30 pm CET

TICKETS: $15 General Admission or $7.50 Retired/Student/Unemployed. 

All proceeds go to Democrats Abroad Germany.

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Join Democrats Abroad Germany for this special event with international financial and investment expert Robert Levitt who is also Deputy Chair of DA’s Taxation Task Force. Robert will discuss the basics of German investment taxation and regulation and how they apply to Americans living in Germany, and answer your questions. Issues to be discussed include:

*  What you can and cannot do with investments in Germany.

*  Types of accounts you can have, individual, retirement

*  How do you open a brokerage account if you are a US person living in Germany?

*  Do you need to keep a US address and phone number?

*  What is the difference between a German bank or brokerage firm versus an American one.

*  What are the concerns with investment in European packaged products (PFIC)

*  What are the concerns with investment in US investment products, such as ETFs (Mifid II)

*  Does Germany have different savings programs?

The aim of this event is to educate and inform about basic questions regarding German investment options and answer as many questions as possible. 

Speaker: 

Robert Levitt, CFA, is an international financial and investment expert with Levitt Capital Management, as well as the Deputy Chair of DA’s Taxation Task Force.

Participation fee: $15 to attend the live session; $7.50 for students/unemployed/retired individuals. 100% of proceeds will go to helping Democrats Abroad Germany get out the vote in 2024. For those unable to attend the session, you have the option to purchase an on-demand ticket to view the recording after the event takes place ($10).

Note: No tax professionals will be speaking at this webinar. If you have questions specific to your circumstances, please seek the advice of a qualified tax professional.

The fine print:

• No refunds are available.
• We can't guarantee we will be able to answer all questions submitted before, during, or after the event, but we will try to answer as many questions as possible.

Please click here to add yourself to the Democrats Abroad Taxation Task Force mailing list to keep up to date with the actions and upcoming events.

Disclaimer: Democrats Abroad cannot provide individual tax or investment advice. We are not tax lawyers, accountants or advisers. Please consult a professional tax adviser/accountant/return preparer when addressing your personal tax matters.

We recommend the IRS Tax Return Preparer Directory to find a service provider who meets your needs and budget, though buyers need always beware. Democrats Abroad suggests Americans abroad in need of tax advice consult the IRS Tax Return Preparer Directory to find an advisor or tax return preparer near you or providing online services: https://irs.treasury.gov/rpo/rpo.jsf

WHEN

Sunday, June 30, 2024 at 07:00 PM Berlin Time

CONTACT

Democrats Abroad Germany
[email protected]