Top IRA Mistakes

19 Top IRA Mistakes as of 2019

Posted 1 CommentPosted in Retirement

The US Individual Retirement Arrangement / account (IRA) is one of the world’s simplest, cheapest, most flexible, world-class tax shelters in which to save and invest for retirement. While the individual IRA contribution limits for 2019 have been raised to US$6,000 ($7,000 if you’re age 50 or older), some higher earners find these limits relatively […]

IRA Deadlines for 2018

US IRA Deadlines for 2018

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Spring is here, Easter is this weekend, and April starts next week, which for Americans may all serve as reminders of the April 15th (April 17th in 2018) tax filing deadline for US taxes. Even if you are taking an extension to file your 2017 US tax return, remember that you may still need to […]

Vintage ad for a convertible car: more romantic than considering Roth conversions as an expat?

Roth conversions as an expat: if, when and how much?

Posted 1 CommentPosted in Personal finance

Considering Roth conversions as an expat is similar to considering if, when, and how much to do one when living in the US. What is a Roth conversion? A Roth conversion turns a traditional IRA (on which you may have already gotten a tax deduction, but will need to pay tax when you withdraw at […]