ELGON FINANCIAL BLOG

Subscribe for the latest on simplifying your US finances
Retire_In_US_From_India_Elgon_FB

Navigating The India-To-US Transition: 7 Critical Moves For Retiring Parents

October 28, 2026

How to help green-card-holding clients manage their wealth, optimize their US tax status, and avoid mishaps as they join their children.

In today’s post, I cover the financial matters (accounts, pensions, estate plans, tax matters etc.) parents from India bring to the US, when they retire here , and how to help them manage those financial affairs. I also delve into cultural considerations – specifically the expat grief, they are going to have to face.

Read More »
Moving to the US on an L-1 visa

7 Financial Things To Understand When You Move To The US On An L-1 Visa

September 7, 2026

Moving to the US on an L-1 visa is exciting, but it also means entering the a financial system completely differently from the one you you are leaving behind.

In today’s post (part 1), I cover the financial matters (accounts, pensions, estate plans, stocks, etc.) you bring to the US from your home country and how the US views them.

PS: The complete opposite of what you are thinking – mistakes are heavily penalized.

Read More »
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.

Read More »
Moving out of the US

Moving Out Of The US Realistically

February 13, 2026

The desire to leave the US is strong, the execution and the mechanics are a different story. Leaving the US means, having a destination where you can stay long term legally and be able to support yourself. In this post, we detail practical ways that will allow to move to another country. But the actual move is different post.

Read More »
Search

CATEGORIES

Ready to Pursue Your American Dream?

Get Started