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Tag: US tax

January 3, 2020August 6, 2020Wealth Management

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 […]

MPF vs ORSO
September 10, 2019September 9, 2019Wealth Management

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 […]

August 21, 2019August 19, 2019Personal finance

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
August 16, 2019Events

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 […]

Top IRA Mistakes
April 10, 2019Retirement

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 Home: Domicile vs Residence
January 24, 2019Personal finance

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 529
July 26, 2018Education, Investing, Personal finance

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.Β  […]

IRS Form 8621 for PFICs (Foreign Mutual Funds)
May 16, 2018May 8, 2019Investing

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 […]

IRA Deadlines for 2018
March 26, 2018Retirement

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
January 29, 2018Personal finance

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 […]

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