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Content provided by Emily Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Simple Way to Invest as an International Grad Student or Postdoc

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Manage episode 502354010 series 2389144
Content provided by Emily Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Emily interviews Hui-Chin Chen, a Certified Financial Planner specializing in advising globally mobile professionals. Hui-Chin is a managing partner and financial advisor with Jade & Cowry, and she is a repeat podcast guest. Her first interview from 2019 is required listening for international graduate students and postdocs prior to starting this episode. Hui-Chin gives us a bird's-eye view of a simple investing strategy for nonresidents in the US if using a tax-advantaged retirement account proves too complex. Hui-Chin and Emily review the IRA eligibility criteria for nonresidents with respect to fellowship income and married filing separately. They discuss whether and when someone moving out of the US should engage a tax advisor. Finally, Hui-Chin answers one investing and one tax question submitted by subscribers to the Personal Finance for PhDs mailing list.

  continue reading

143 episodes

Artwork
iconShare
 
Manage episode 502354010 series 2389144
Content provided by Emily Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emily Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Emily interviews Hui-Chin Chen, a Certified Financial Planner specializing in advising globally mobile professionals. Hui-Chin is a managing partner and financial advisor with Jade & Cowry, and she is a repeat podcast guest. Her first interview from 2019 is required listening for international graduate students and postdocs prior to starting this episode. Hui-Chin gives us a bird's-eye view of a simple investing strategy for nonresidents in the US if using a tax-advantaged retirement account proves too complex. Hui-Chin and Emily review the IRA eligibility criteria for nonresidents with respect to fellowship income and married filing separately. They discuss whether and when someone moving out of the US should engage a tax advisor. Finally, Hui-Chin answers one investing and one tax question submitted by subscribers to the Personal Finance for PhDs mailing list.

  continue reading

143 episodes

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