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Tag: expat

Book Review: "Millionaire Teacher" and "Global Expat's Guide to Investing" by Andrew Hallam
June 9, 2018Books

Book Review: “Millionaire Teacher” and “Global Expatriate’s Guide to Investing” by Andrew Hallam

I recently picked up and read through Andrew Hallam‘s booksΒ “Millionaire Teacher” and “Global Expatriate’s Guide to Investing”.Β  Both area easy reads with […]

IRS Form 8621 for PFICs (Foreign Mutual Funds)
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 […]

401k rollover to an IRA investment account
November 28, 2017November 26, 2017Personal finance

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 […]

expat financial plan checklist
November 20, 2017July 18, 2018Personal finance

Expat financial plan checklist

An expat financial plan contains many of the same things one would expect in a single-country financial plan, with the main differences […]

February 2, 2017Events

Feb 28th Event on US Retirement Savings and College Planning from Hong Kong

We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

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 […]

January 30, 2017Personal finance

Your Financial Life in Hong Kong, Part 3: Getting Paid and Paying Taxes

This is part 3 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially […]

January 30, 2017September 25, 2018Personal finance

Your Financial Life in Hong Kong, Part 2: Banking, Credit Cards & Transfers

This is part 2 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially […]

January 30, 2017Personal finance

Your Financial Life in Hong Kong, Part 1: Housing and Schooling

This is part 1 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living […]

January 2, 2017Personal finance

How high-earning expats save US$2,000/year through an IRA deduction many US residents can't take

High-earning US citizens and green card holders living and working in low-tax jurisdictions like Hong Kong or Singapore often send substantial US […]

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