Search found 3 matches

by pierre.x.l
Sun Oct 06, 2019 9:46 am
Forum: Non-US Investing
Topic: Beginner - Investing for EU while in US
Replies: 2
Views: 343

Re: Beginner - Investing for EU while in US

This is exactly what I was hoping for, thank you! Washing of capital gains in "Japan" - Can you provide some insight into the mechanics of how to do this? Do you need to depart US (having completed expatriation process) within first X months of the year to avoid need to file a US return for that yea...
by pierre.x.l
Sat Oct 05, 2019 9:48 pm
Forum: Non-US Investing
Topic: Beginner - Investing for EU while in US
Replies: 2
Views: 343

Beginner - Investing for EU while in US

This is a pretty open-ended question but I really need advice so I can get started on the right foot. I'm an EU national living in US (green card) but will retire in EU, exact timeframe and EU destination is TBD. Looking for guidance on how to invest in the meantime. We are not talking a long timefr...
by pierre.x.l
Sat Sep 02, 2017 10:20 pm
Forum: Personal Finance (Not Investing)
Topic: Best Retail banks - switching from Chase
Replies: 23
Views: 3549

Best Retail banks - switching from Chase

I'm based in NY state and been banking with Chase for the last 7 years or so. Recently there was an issue with an important transaction and it went badly wrong. I was not happy and they tied themselves in knots trying to explain what had happened. I was pursuing this through the regular Chase custom...