Search found 10 matches

by applec
Sun Apr 23, 2017 8:40 am
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 30
Views: 2827

Re: Advice for resident alien

What about something like this? http://covestor.com
it's from interactive brokers and apparently exposes the securities directly
by applec
Mon Apr 10, 2017 1:09 pm
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 30
Views: 2827

Re: Advice for resident alien

Watty wrote:It is good to do the research to know as much as you can about the situation but it sounds like you could use some professional tax planning by someone that is familiar with both US and EU laws.


Indeed do you know any?
by applec
Mon Apr 10, 2017 7:33 am
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 30
Views: 2827

Re: Advice for resident alien

So basically for me you suggest using this product and what they describe here as strategy? https://www.wealthfront.com/tax-optimiz ... t-indexing
by applec
Fri Mar 24, 2017 9:37 am
Forum: Investing - Help with Personal Investments
Topic: Advice for resident alien
Replies: 30
Views: 2827

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: 30
Views: 2827

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: 30
Views: 2827

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: 30
Views: 2827

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: 30
Views: 2827

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: 30
Views: 2827

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: 30
Views: 2827

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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