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Category: Investing

PFICs explained

PFICs Explained: Everything You Need To Know

July 7, 2026

PFICs are a big issue for foreign-born families with assets outside the country. They are taxed punitively, and the tax reporting is a compliance nightmare.

In today’s post, I’ll discuss PFICs (passive foreign investment company), their origin briefly, the taxation, and how tell if there is a PFIC lurking in your overseas accounts or not. Finally how to think about them if they are a part of your overseas portfolio.

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H-1B Visa Investing

Can I Invest In Stocks On An H-1B Visa?

February 17, 2025

In today’s post, I’ll discuss how to grow your wealth in the US via investing in the stock market when on a work visa. The work visas in question are H-1B, O-1, L-1, E3, TN, and H1B1, even though the most common one, due to the numbers given out, is the H-1B.

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FIRE_Skip Tax Compliance Issues

Mastering FIRE Tax Strategies on a Work Visa

May 17, 2024

Part of being able to successfully implement the FIRE strategy on a work visa is saving or minimizing on taxes.

Having to pay tax penalties because of tax-compliance issues goes against that. In this post, I discuss ways to be tax-compliant with overseas assets and avoid having to pay tax penalties.

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FIRE planning on work visa

FIRE Retirement Challenges: How to Overcome Them on a Work Visa

November 19, 2023

How does the strategy of Early Retirement planning (FIRE) look different for tech workers in the US. on work visas, specifically for those from India, China, Canada, the UK, Russia, Brazil, and other countries looking to retire in the next 10 years around the age of 40.

This post has the specific details.

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Investing on a work visa

Can I Invest In The US Market While On A Work Visa? Smart Investing Strategies

May 17, 2023

One of the questions I get all the time is how to invest in the US stock market using special accounts like Roth IRAs, HSAs, 401ks, 529, etc. on an H-1B or other work visa (L-1, O-1, H1B1, TN, and E3)

This is keeping in mind that work visas are by nature temporary non-immigrant visas and technically the holder is expected to depart the US after the work assignment.

The post is a summary of a more in-depth technical, nerdy paper written for advisors on the Nerds Eye View Blog by Michael Kitces.

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Top Roth IRA Mistakes To Avoid

Avoiding Critical Roth IRA Mistakes: Expert Guide

March 14, 2023

Everybody is keen to have a Roth IRA account, but messing up with the rules can be very costly.

You still have time to make a ROTH contribution for 2022. But please, don’t make the following mistakes as you make the contributions.

If on a work visa, please pay special attention to the last point.

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