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Thread: Issues after immigration?

  1. #1
    Junior Member
    Join Date
    Nov 2012
    Posts
    5

    Issues after immigration?

    There are numerous issues that need to be addressed when moving to a new country and it seems the more “developed” your new country of residence, the more important it is to understand and follow regulations.
    Individual Asset Management provides financial planning services to non-US citizens living and preparing to live in the United States, and I have identified seven topics that anyone moving to the US should consider:
    Visa / citizenship issues
    Reporting and taxation of non-US financial accounts
    Obtaining loans / credit history
    Pension transfer
    Investment management
    Estate tax
    Education and retirement savings plans

  2. #2
    Senior Member
    Join Date
    Nov 2017
    Posts
    100

    Quote Originally Posted by James View Post
    There are numerous issues that need to be addressed when moving to a new country and it seems the more �developed� your new country of residence, the more important it is to understand and follow regulations. Individual Asset Management provides financial planning services to non-US citizens living and preparing to live in the United States, and I have identified seven topics that anyone moving to the US should consider: Visa / citizenship issues Reporting and taxation of non-US financial accounts Obtaining loans / credit history Pension transfer Investment management Estate tax Education and retirement savings plans
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