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Plan Now For a Richer Retirement: 4 Steps for G-4 Pre-Retirees

For those thinking about retiring in the coming months or years and obtaining a green card, the following information can financially make or break retirement income. In addition to general retirement planning difficulties like estimating one’s lifespan or future costs in retirement (read more), [...]

By |2020-03-19T15:48:57-04:00October 26th, 2016|

Why Passive Investing Should Not be your only Investment Strategy

Synopsis: With passive investing you typically lock in underperformance to the benchmark. Whereas, with active investing you can achieve market outperformance. Understanding the advantages and disadvantages of both strategies allows you to better work with your advisor to develop a sound investment portfolio. Active [...]

By |2020-03-19T15:49:03-04:00September 12th, 2016|

Foreign Nationals – Beware

Are you a foreign national with a recently approved visa? If so, you may soon find yourself in a tax nightmare – being both overwhelmed and alarmed at the complexity and compliance requirements you are now subject to under the U.S. income tax system. However, being aware of the information below will arm you with the knowledge necessary to work with your tax accountant in order to ensure you are in compliance with the U.S. tax code and in optimizing your U.S. tax position.

By |2020-03-19T15:49:21-04:00September 12th, 2016|

Don’t Procrastinate – Apply for U.S. Citizenship

Welcome Note on an American Flag Background All information and views expressed in this article are the solely those of Haynes Novick Immigration. The Wolf Group does not necessarily endorse, support, or agree with the views expressed in the article. A front [...]

By |2019-11-14T09:26:55-05:00June 7th, 2016|

What Tax Nonresidents Need to Know about Offshore Mutual Funds

There are some valid reasons that an investment advisor might recommend that a U.S. tax nonresident should invest in offshore mutual funds.  Typically, the reasons include reducing income tax, capital gains tax and potential estate taxes.   But if you are a nonresident by virtue [...]

By |2020-03-19T15:49:41-04:00June 7th, 2016|

How Will the IRS Know About My Foreign Account?

Taxpayers who have financial assets outside the United States often ask this question when they are considering how (or whether) to come clean and inform the IRS about their previously undisclosed foreign financial accounts. For years, there was little public knowledge of the U.S. [...]

By |2020-03-19T15:50:18-04:00June 7th, 2016|
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