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 Jun 28, 2023 | Advanced Global Planning, Globetrotters working in the US, Tax Planning
Green Card is perhaps one of the most coveted pieces of plastic in the world. It allows its holder to live and work in the United States, the land of opportunity, with no restriction. Most Green Card holders don’t immediately think about the next step, which is...
by Hui-Chin Chen, CFP® | Published on Nov 1, 2021 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US, Tax Planning
After discussing managing US company equity grants and US ESPP purchases, in this third installment around employee equity compensation for globally mobile employees, we’ll turn the table to how to manage foreign company equity compensation as a US taxpayer employee....
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® | Last updated May 23, 2021 | Published on May 23, 2021 | Americans working abroad, Global Living Basics, Tax Planning
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...
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...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.