US Estate Tax for Non-US Investors in US Assets
Many multinational millionaires know that Americans are subject to income tax on our worldwide income, and estate tax on our worldwide assets […]
Tag: US tax
US Tax Structures for Hong Kong Residents
My latest article in STEP HK’s August Newsletter is on “US Tax Structures for Hong Kong Residents“. Unlike with Mainland China, the […]
US State Tax Planning
US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) […]
Pay Less US Tax: AmCham Seminar on Qualified Accounts on Sep 12
On September 12th at noon in Hong Kong, I am pleased to be presenting an in person seminar at the American Chamber […]
19 Top IRA Mistakes as of 2019
The US Individual Retirement Arrangement / account (IRA) is one of the world’s simplest, cheapest, most flexible, world-class tax shelters in which […]
Tax domicile issues for US state taxes by @MichaelKitces
A recent article on @MichaelKitces‘s blog “Nerd’s Eye View” describes the important difference between tax residence and tax domicile. In this case, […]
How much should I put in a 529 college savings plan each year?
529 college savings plans have no hard and fixed annual contribution limits, unlike IRA, HSA, 401(k), or many other US tax-deferred accounts. […]
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 […]
US IRA Deadlines for 2018
Spring is here, Easter is this weekend, and April starts next week, which for Americans may all serve as reminders of the […]
IRA Contribution Limits 2018 – SEP raised to $55,000
IRA contribution limits have remained mostly the same from 2017 to 2018, with traditional and Roth IRA contributions limited to US$5,500/year for […]