Tag: tax treaty

FIRE planning on work visa

How To Deal With The Challenges Of FIRE Planning On Work Visa

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

If On A Work Visa, Should I Invest In 401k And Other Special Accounts?

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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