Making smart financial decisions one journey at a time.

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...

Comprehensive Guide of Roth IRA Contribution for US Expats

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

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

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...

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