Americans in Sweden

The financial situation for Americans living abroad is more complex and difficult to understand as you are part of different pension systems, different tax systems and you also face a currency risk that may have a significant impact on your pension and savings. In addition to these areas, FATCA is an increasingly dominant concern.

Fredrik Lanner of Real Finans och Försäkring has experience from both systems as he lived in the U.S. for 13 years. In the U.S., he worked for Fidelity Investments, US Bank and within investment banking to gain valuable experience handling Americans’ financial planning in Sweden.

In addition to handling the Swedish system, he has hands-on experience from following areas: 

  • U.S. investments (stocks, mutual funds, municipal bonds, corporate bonds, derivatives) 
  • U.S. pension system (Social Security, 401 k, 403 b, Rollover IRA, Roth IRA, Traditional IRA) 
  • U.S. tax system 
  • FATCA 
  • PFIC

We encourage you to contact us if you have any questions regarding your current and/or future financial situation as an American living in Sweden.

Real Finans och Försäkring is a proud member of the American Chamber of Commerce in Sweden.

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