Making smart financial decisions one journey at a time.

How to manage foreign company equity compensation as a US taxpayer employee

After discussing managing US company equity grants and US ESPP purchases, in this third installment around employee equity compensation for globally mobile employees, we’ll turn the table to how to manage foreign company equity compensation as a US taxpayer employee....

How to manage US Company ESPP when you move overseas?

In a previous post, I addressed how to manage US company stock options or RSU when your US tax residency or physical location changes. However, I left Employee Stock Purchase Plans (ESPP) out of the discussion. The reason is that ESPP requires you to make the decision...

How to stop paying state tax when I move overseas?

We talked a lot about what to do with Federal Tax system when a US tax resident moves away from the US. One other consideration we often forget is that there is another taxing authority in the US – the states. Furthermore, all states plus the District of Columbia have...

Comprehensive Guide of Roth IRA Contribution for US Visa Holders

As promised, in this post we will discuss Roth IRA contribution for US visa holders. This is the second installment of the series to discuss Roth IRA contributions for those with international planning considerations. (Read the first installment on the same topic for...

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