July 26, 2018Education, Investing, Personal finance How much should I put in a 529 college savings plan each year? 529 college savings plans have no hard and fixed annual contribution limits, unlike IRA, HSA, 401(k), or many other US tax-deferred accounts.Β […]
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 […]
January 8, 2018May 25, 2018Education, Personal finance Best 529 Plans for Expats in Hong Kong 529 plans are one of the most tax-efficient ways for US taxpayers to save and invest for college and other higher education […]
May 11, 2017Education, Events Top Lessons from our May 10th Presentation on Top Schools, Top Universities and Saving/Paying for School Last night we had a full board room attending our joint presentation with Top Schools‘ head girl Ruth Benny on paying for […]
April 11, 2017Education, Events Top Schools, Top Universities: May 10 Joint Event with HK's Top Educational Consultant Ruth Benny Hong Kong schools are competitive and costly, and planning and saving for university for your child can seem just as daunting. Β This […]
April 10, 2017Education, Personal finance College tuition rises now depend more on China than domestic drivers For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last […]
March 6, 2017Events March 15 2017 College Savings Seminar: Planning and Paying for it Sending a child to university is one of the largest big-ticket financial goals for many families. Β A 4-year degree at a top […]
January 30, 2017July 18, 2018Personal finance Your Financial Life in Hong Kong, Part 4: Saving for Retirement and US College Education from Abroad This is part 4 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially […]