Funding your 2016 and 2017 IRA now and automatically – the #MillionDollarDifference

Posted 1 CommentPosted in Investing, Personal finance

There are still two more months before the April 16th, 2017 deadline to make a 2016 contribution to your Individual Retirement Arrangement (IRA) account, and whether you open one with GFM or continue with your existing provider I will usually encourage you to “just do it” if you have qualified earned income. ย I have separate […]

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 7: Owning a Hong Kong Company and Getting a Visa as an Entrepreneur or Investor

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This is part 5 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.ย  Let me know if you have any questions. Hong […]

Your Financial Life in Hong Kong, Part 6: Wills and Estate Planning

Posted Leave a commentPosted in Personal finance

This is part 5 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.ย  Let me know if you have any questions. Hong […]

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

Posted 1 CommentPosted in Personal finance

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.ย  This one […]

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

Posted Leave a commentPosted in Personal finance

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 […]

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

Posted 2 CommentsPosted in Personal finance

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. ย 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.

Nov 17th Event on Investing in Real Estate: Physical Property vs Liquid Real Estate Investment Trusts (REITs) and Tax Differences

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.