by Hui-Chin Chen, CFP® | Published on Aug 13, 2024 | Advanced Global Planning, Americans working abroad, Investing, Tax Planning
Among the questions I received over the 10 years of writing this blog, 401(k) contribution is perhaps the most popular topic of all. As remote work and global mobility becomes more prevalent, more US tax residents overseas have access to 401(k) and need to decide...
by Hui-Chin Chen, CFP® | Published on Mar 23, 2023 | Americans working abroad, Global Living Basics, Globetrotters working in the US, International Transactions, Investing, Risk Management
Many of my clients earn and save in more than one currency. I often get asked the following: Should I keep large deposits in different currencies? When should I exchange one currency to the other? How often should I exchange? Before we answer those questions, it’s...
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...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.