Even if you are a temporary worker in the US, you can buy a home. When does buying a home make sense when you're on an H-1B visa?

If you just received an offer letter for a job in the United States, you’re probably very excited! It can be tempting to sign right away. However, whether it’s your first job offer you’ve received in the US or your fifth, it’s important to go over an offer letter carefully.

Did you know there’s a way to get up to $56,000 into your Roth IRA every year even though the contribution limit is $6,000 per year?

What is the difference between a 401K and an IRA? It can be difficult differentiating between the various plans and acronyms, but we're here to help!

What will happen to my family and belongings after I die? This is one of the most uncomfortable, but necessary, questions we must ask ourselves for the sake of our family. A properly executed estate plan can thoroughly answer this question before your death to reduce the emotional stress that your passing will bring.

In general, it is not advisable to withdraw money early from your 401K. Some of our clients ask us if they should take an early distribution from their 401K when they move back to their home countries. The answer is still usually no because there are penalties and tax consequences of doing so. You can leave your 401K right where it is and benefit from it in retirement, wherever you are living in the world. However, in some cases, especially financial hardship or early retirement, an early withdrawal (or distribution) from your 401K may serve as a viable strategy.

Most non-citizens are eligible for social security benefits if they meet certain requirements. Here are the top five things you need to know.

Most frequently asked money-related questions we get from working with immigrant families including getting a SSN or ITIN, buying a home, refinancing loans, estate taxes + more!