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...
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® | Published on Aug 14, 2020 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US, Tax Planning
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...
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,...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.