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 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 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® | 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® | Last updated Sep 25, 2021 | 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...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.