Ep 31: Five Important Financial Planning Questions For Foreign Born Families!
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Descripción
In this solo episode, Jane Mepham discusses the five questions she asks to create the financial planning framework for foreign-born families. Each question has many nuances and determines which way...
mostra másEach question has many nuances and determines which way we go with the plan.
Jane believes any foreign-born individual should ask themselves these questions as part of the settling process in the US. Money is tied to all aspects of our lives.
- What's your Immigration status?
- What's tax residency status
- What are your long-term residency status?
- What's your home country of citizenship, what other citizenships do you have, and if married, what's your spouse's citizenship?
- What assets do you have in foreign countries?
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The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
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