Investment planner

U.S. ↔ France

Your situation

The questions an adviser asks in a first meeting. Your answers stay in this browser. An example profile is filled in so you can see results straight away.

Load an example:

1 · You and where you live

U.S. status

Other citizenship

Country of tax residenceMore countries are planned.

Full tax years in France

Age

Plan to move back to the U.S.?

Last U.S. state you lived in

I still keep a home, driver's licence or voter registration in that state

2 · Household

U.S. filing status

Spouse

Dependent children

3 · Income and property (per year)

Currency for amounts

Main source of income

Salary (gross)

Bank interest

Dividends from U.S. companies

Dividends from local companies

Gains on shares sold this year

Net rent, property where you live

Net rent, U.S. property

Gain on selling your main homeOnly if you sell this year.

U.S. Social Security

401(k) / IRA distributions

French pension

Real estate you own where you live (value)French IFI applies above €1.3m.

I own my main home

Accounts and savings

Savings and investments (total)

Balance in non-U.S. bank accountsUsed for FBAR and Form 8938.

Emergency fund (months of expenses)

I carry credit-card or other high-interest debtAccounts you already have:

Goals and risk

Main goal

Years before you need this money

If your portfolio fell 25% in a year, you would…

Your experience with individual stocks

What matters most?

Risk profile: 3/5 (balanced)

How you want to invest

Amount to invest (EUR)

Currency you will spend in

Number of stocks you want to hold

Where you will hold them

Account typeAny stock. Dividends and gains taxed at the 31.4% flat tax (PFU).

Management style

Paperwork you'll accept'As little as possible' assumes you won't file foreign withholding reclaims.

Markets

Investing styles

Sectors to exclude