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Category: Investing

taxable-brokerage-account-foreign-born-families-use-case

Maximizing Brokerage Accounts for Foreign-Born Families

In this post, I discuss why a taxable brokerage account should be a part of your investment/saving strategy. By the end of the post, you’ll know the answer to questions like – what is it, what are some of the benefits of the account, things to watch out for with the account. Finally I discuss the special use case for foreign-born nationals.

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H-1B Visa and 529 Accounts

529 Plan for H-1B Visa Holders

Can an H-1B Visa holder open a 529 college savings account for college?. Is it legal and are there any tax consequences to keep in mind, considering the holder’s immigration status?

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