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® | Published on Nov 26, 2019 | Globetrotters working in the US
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? Well, it is possible when you consider in a tax perspective. In fact, there...
by Hui-Chin Chen, CFP® | 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 Jul 20, 2018 | Published on Jun 6, 2018 | Advanced Global Planning, Globetrotters working in the US, Investing, Tax Planning
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 their visa. Almost everyone, after getting the first paycheck, would have this same question – should I contribute to a...
by Hui-Chin Chen, CFP® | Last updated Jul 20, 2018 | Published on Feb 5, 2017 | Globetrotters working in the US, Organize, Plan, Systematize
This week I received a request from another financial planner to write about how immigrants may plan for financial exit from the US. Facing the new but yet to be clear immigration policies in the US, you may have a fear of being pushed out that your US born friends...
I'm Hui-chin Chen, a globetrotter & certified financial planner helping you manage your finances from afar and on the go.