Making the most of your 401k plan
I have had the fortunate opportunity to compare many different pension and retirement savings systems around the world, which just as fortunately […]
Tag: 401k
US Tax Structures for Hong Kong Residents
My latest article in STEP HK’s August Newsletter is on “US Tax Structures for Hong Kong Residents“. Unlike with Mainland China, the […]
19 Top IRA Mistakes as of 2019
The US Individual Retirement Arrangement / account (IRA) is one of the world’s simplest, cheapest, most flexible, world-class tax shelters in which […]
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 […]
Investing Retirement Accounts: What rate of return vs level of risk to aim for?
When investing retirement accounts, we are often told to invest aggressively (mostly in stocks) when saving as young employees, and then rotate […]
How to do a 401k rollover to an IRA as an expat
After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do […]