About Frederic Behrens

Frederic Behrens is a Director and Wealth Advisor with Round Table Wealth Management. Read Frederic's Biography >

The PFIC Problem

Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]

By |2019-08-14T19:46:08+00:00June 25th, 2019|Blog|Comments Off on The PFIC Problem

Five Common Questions on 529 College Savings Plans

Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]

By |2019-07-15T21:29:07+00:00June 1st, 2019|Blog|Comments Off on Five Common Questions on 529 College Savings Plans

Investing as an American Expat

Increasingly, American citizens are moving overseas to advance their careers, to retire abroad, or for family reasons. Living in another country is exciting but brings forth many new challenges. This includes adapting not only to a new culture, but [...]

By |2019-08-15T20:48:25+00:00January 4th, 2019|Blog|Comments Off on Investing as an American Expat

7 Hidden Costs of Retiring Abroad

Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article highlights some key points to address. Please reach out [...]

By |2019-06-18T22:15:23+00:00October 12th, 2018|In the News|Comments Off on 7 Hidden Costs of Retiring Abroad

American Expat: Brokerage Account Closures and Restrictions

American citizens living abroad face many complicated investing and compliance issues. Careful attention must be paid to their selection of investments, filing a U.S. expat tax return, dealing with the Foreign Account Tax Compliance Act (FATCA), and understanding country [...]

By |2019-08-16T17:29:37+00:00October 4th, 2018|Blog|Comments Off on American Expat: Brokerage Account Closures and Restrictions