401k rollover to an IRA investment account

How to do a 401k rollover to an IRA as an expat

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After changing jobs, or even getting posted on an expat assignment by the same company, employees generally have the freedom to do a 401k rollover of their retirement savings account to an IRA account at their choice of brokerage firm or mutual fund company.  Doing a 401k rollover to an IRA, and consolidating all your […]

expat financial plan checklist

Expat financial plan checklist

Posted Leave a commentPosted in Personal finance

An expat financial plan contains many of the same things one would expect in a single-country financial plan, with the main differences being that expats are likely to have property and family members in more than one country, and more likely to have financial goals (where to retire, where to send the kids to school, […]

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

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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.

Your Financial Life in Hong Kong, Part 4: Saving for Retirement and US College Education from Abroad

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This is part 4 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially US citizens or green card holders) living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong.  This one […]

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

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This is part 3 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially US citizens and green card holders) living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong. Let me […]

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

Posted Leave a commentPosted in Personal finance

This is part 2 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners (especially US citizens or green card holders) living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong. Let me […]

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

Posted Leave a commentPosted in Personal finance

This is part 1 in my 8-part guide to your financial life in Hong Kong. It is mostly intended for foreigners living in or moving to Hong Kong looking to better understand “the system” and better manage their money both in and outside of Hong Kong. Let me know if you have any questions. One […]

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

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High-earning US citizens and green card holders living and working in low-tax jurisdictions like Hong Kong or Singapore often send substantial US tax payments back to the US, often annually or quarterly.  While Americans living and working outside the United States can benefit from the foreign earned income exclusion, foreign housing exclusion, and foreign tax […]

Dec 8th Event on Year-end Tax-smart Investment Strategies for US Taxpayers

Posted Leave a commentPosted in Events

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.