Search found 7 matches

by applec
Fri Mar 24, 2017 9:37 am
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

I was thinking about using ETFs... Why are stocks different for taxation purposes?
What if I invest in a few US stocks from the US... What's the taxation under the different scenarios?
by applec
Wed Mar 22, 2017 4:44 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

I already have a work VISA and I get salary but my accountant said I'll likely not qualify to be resident as I didn't spend enough time in US. Can we quantify what would be the inconvenience/tax hit in terms of starting to invest now as NRA, even if in the future I decide to be resident in US (becau...
by applec
Mon Mar 20, 2017 2:02 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

Let's say I decide to stay in Italy (wikihas a page on it). It looks like I can file as non-resident then. So if I file taxes as non-resident alien I can't invest as a resident? Even at the flat 30% rate, it's only when I have capital gains (sell the funds/stocks) right? It could still be ok for a b...
by applec
Wed Mar 15, 2017 5:50 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

I see, well this would make things super complicated and potentially hugely decrease any gains in doing any investments.. Especially if somehow I end up being US resident for a year, non-resident for a couple of years, then back to resident for some time, etc... :oops: At that point isn't it best to...
by applec
Wed Mar 15, 2017 3:50 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

No. NO. NO ! Holding non-US domiciled ETFs while you are a US resident will cause a world of tax pain. While in the US and under US tax jurisdiction, avoid non-US domiciled things like the proverbial plague. Once you leave the US, the converse may be true -- depending on where you move to, you may ...
by applec
Tue Mar 14, 2017 3:32 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Re: Advice for resident alien

Indeed I forgot to mention that I'm not planning to do any 401k or IRAs. So it would be all in a taxable account. After the lump sum, I would probably do dollar-cost averaging and invest around 2k per month. I'm trying to do my homework and reasearch those 'landmines' but I'm pretty confused, profes...
by applec
Tue Mar 14, 2017 12:57 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 21
Views: 1537

Advice for resident alien

Hi, I've been reading the wiki and some of the forum, good stuff! :D The seven-twelve portfolio is convincing to me but so is the 3 funds portofolio... I'm leaning towards the latter with some added flexibility. I'm 30 and looking to invest around 50K in the following funds with an overall 40/60 AA ...

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