Roth conversions as an expat: if, when and how much?
Considering Roth conversions as an expat is similar to considering if, when, and how much to do one when living in the […]
Tag: retirement
Investment Suitability for the Elderly, Sat Nov 25 8:30 on RTHK Radio 3
On tomorrow’s episode of “Money Talk Xtra” with Peter Lewis, Tariq Dennison will answer questions on how to evaluate the suitability of […]
Best MPF Schemes by Average Fund Expense Ratio
When looking for the best MPF schemes, either as an as an employer of Hong Kong employees, or as an employee rolling […]
8 Questions Most American Expats Should Ask Every Year About IRAs and Retirement Savings
In the US, many employees have 401(k) plans that automatically deduct a significant portion of their salaries into a tax-advantaged retirement account. […]
September 7th Discovery Bay Presentation on Retirement Planning
I’ll be presenting at the Discovery Bay Entrepreneurs Networking Breakfast on September 7th at 8am on the topic of retirement planning. I […]
A Simple, Robust Retirement Savings and Investment Plan: The "4 House Pension"
When asked how much money is needed for a comfortable retirement, the simplest useful but general answer I have been using is […]
The 15-40/7-4 rule: The numbers behind saving 15% of your income
A widely said rule of thumb is that you should save 15% of your income towards retirement. According to the IMF, 15% […]
How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned
Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least […]
Funding your 2016 and 2017 IRA now and automatically – the #MillionDollarDifference
There are still two more months before the April 16th, 2017 deadline to make a 2016 contribution to your Individual Retirement Arrangement […]
Understanding the "Fiduciary Rule" and why investor education is so important
Update on March 8th: Tony Robbins recently posted a video similarly emphasizing investor education on Investopedia. Last Friday, US President Donald Trump […]