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,...
by Hui-Chin Chen, CFP® | Last updated Aug 6, 2020 | Published on Nov 26, 2019 | Globetrotters working in the US
Feel like you need more than studying a blog post? Find out how I may help. I must admit, this title – Investing as a non-resident alien living in the US – seems a bit contradictory. How can you be a non-resident of a country when you actually live there?...
by Hui-Chin Chen, CFP® | Last updated Jul 30, 2020 | Published on Mar 27, 2019 | Globetrotters working in the US, Investing, Tax Planning
15 years ago, when I came to the US to study, most of the international students I knew wanted to stay in the US and get their green card. As my life brought me to other countries, I came to meet more people for whom the US is only one stop in their global journey....
by Hui-Chin Chen, CFP® | Published on Sep 12, 2018 | Advanced Global Planning, Americans working abroad, Globetrotters working in the US
Other than concerning 401(k)s, one of the most common questions I receive from clients moving away from the US is, “What do I do with Social Security when I move overseas?” The short answer is, nothing. Social Security is technically a government benefit program. Even...
by Hui-Chin Chen, CFP® | Last updated Jun 8, 2020 | Published on Jun 6, 2018 | Advanced Global Planning, Globetrotters working in the US, Investing, Tax Planning
Join Hui-chin in the next Office Hour to have your lingering questions answered after reading this post. Register Here! Having moved to the US after college, I know a lot of first generation immigrants who came to the US to pursue professional degrees or to work on...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.