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Comprehensive Guide of Roth IRA Contribution for US Expats
by Hui-Chin Chen, CFP® | Published on Feb 26, 2021 | Advanced Global Planning, Americans working abroad, Investing, Tax Planning | 0 Comments
Over the life of this blog, one of the most popular topics of discussion is Roth IRA contribution for US Expats. Specifically, I have answered a lot of the same questions in different forms around: “Can I make Roth IRA contribution while taking Foreign Earned Income...
What you leave behind
by Hui-Chin Chen, CFP® | Published on Dec 2, 2020 | Global Living Basics, Organize, Plan, Systematize, Risk Management, Work with financial planner | 1 Comment
Working mostly with younger clients, I never expected to face the death of a client so soon. In early September, Rae* showed up to our Zoom meeting late and fatigued, unlike her usual self. “Probably not Covid”, she said. Seeing her state, I suggested rescheduling to...
How to manage US RSUs and Stock Options awards when living overseas
by Hui-Chin Chen, CFP® | Published on Aug 14, 2020 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US, Tax Planning | 0 Comments
Many US companies include equity-based compensation as part of the overall employee package. Regardless where the employees are based, they may be rewarded the same US company stocks listed on a US stock exchange. As employees become more globally mobile, increasingly...
3 Essential Tools for Managing US Finances from Overseas
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2020 | Published on Jul 20, 2020 | Americans working abroad, Global Living Basics, Organize, Plan, Systematize | 4 Comments
Chances are if you are reading this blog, you have or will have the need for managing US finances from overseas. I did in the past 11 years. While I’ve discussed extensively about how to plan for your financial life on the go, I haven’t written specifically on the...