by Hui-Chin Chen, CFP® | Published on Aug 20, 2021 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Published on Apr 2, 2021 | Advanced Global Planning, Globetrotters working in the US, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Published on Feb 26, 2021 | Advanced Global Planning, Americans working abroad, Investing, Tax Planning
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...
by Hui-Chin Chen, CFP® | Last updated Oct 8, 2020 | Published on Oct 8, 2020 | Investing
I first wrote about Socially Responsible Investing on this blog five years ago. At the time, SRI or ESG (incorporating Environment, Social, and Governance standards) investing was an established industry, but just beginning to enter the thoughts of everyday individual...
by Hui-Chin Chen, CFP® | Published on May 14, 2020 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US, Investing, Tax Planning
We’ve finally entered a period of time with big drawdown and volatility in the market. While it’s not great that some of your long-term investment temporarily lost value, it’s a good time to consider Tax Loss Harvesting. As this strategy is related to US income tax,...
by Hui-Chin Chen, CFP® | Last updated Mar 23, 2020 | Published on Mar 20, 2020 | Investing, Organize, Plan, Systematize
Normally I try to write something that is not tied to the news cycle on this blog. However, given the severity of the global pandemic, it seems like ignoring the elephant in the room if I don’t address it somehow. Maybe this will be a record of history when I look...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.