Making smart financial decisions one journey at a time.

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...

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...

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...

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...