July 10, 2018June 20, 2019Investing, Retirement Yes, you can own real estate in an IRA, but should you? How to buy real estate in an IRA It is actually relatively easy to buy real estate in an IRA.Β The main […]
June 15, 2018June 14, 2018Investing, Personal finance, Retirement How to save $1,000,000 in an IRA by age 59 1/2 on a few hundred per month One of the biggest complaints I hear about US Individual Retirement Accounts (IRAs) is that the maximum contribution limits are too low […]
June 11, 2018June 8, 2018Investing, Personal finance How to have over $1,000,000 in MPF by age 40 If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed […]
May 29, 2018September 23, 2019Education, Investing, Personal finance List of Foreign Universities on the US DoE list, for 529 Plans 529 plans are one of the best US tax-advantaged vehicles for college savings.Β While 529 plans are sponsored by a US state, […]
May 25, 2018Education, Investing, Personal finance Why I recommend Utah as the best 529 plan for US taxpayers living overseas 529 plans are a US tax shelter providing 100% tax-free treatment of investment gains if used for qualifying educational expenses.Β 529 plans […]
May 22, 2018May 16, 2018Investing How to Beat the Market, Factor 3b: Avoid the Biggest Companies, Remember Dow vs S&P “Buy a low cost, passive index fund, and hold it for the long term” is probably one of the most mainstream pieces […]
May 22, 2018May 16, 2018Investing How to Beat the Market, Factor 3: Buy Small Cap Value, Not the Big “Glamour” Stocks For the third factor in this series, I wanted to highlight two of the most “classical” factors for classifying and selecting stocks: […]
May 21, 2018May 16, 2018Investing How to Beat the Market, Factor 2: Buyback Yield and Total Shareholder Return Buyback yield is one of the top factors I look for in stocks of companies I buy.Β Buyback yield can be thought […]
May 16, 2018Investing How to Beat the Market, Factor 1: Following Insider Buying It goes without saying that listed company insiders know more about what is going on within a company and what its near-term […]
May 16, 2018May 8, 2019Investing PFIC: How Non-US Mutual Funds are a 4-letter word to Americans Overseas Many Americans living outside the US have visited their local bank to be told that they are not allowed to purchase investment […]