Category: Expat Investing

4

401(k) Platforms For International Teachers: Isn’t It Smarter To Admit That I Can’t See The Future?

Plenty of American teachers have asked me about 401(k) platforms for international teachers. Such platforms promise tax-free investment gains. In other words, the teacher doesn’t have to pay U.S. tax on the front end (because of the foreign income exclusion)...

4

International Teachers: How To Best Use Raymond James

  International Teachers: How To Best Use Raymond James   Raymond James is a publicly traded company. Their international financial advisors aren’t fiduciaries. Advisors who hold to a fiduciary standard put their clients’ interests ahead of their personal interest. As...

17

Teachers’ Wealth: Are They Licensed To Operate In The UAE?

Recently, I joined a roundtable discussion at The National.  We discussed the changes that the financial services industry needs to make.  The insurers who provide the most commonly sold products (Zurich International, Generali Worldwide, Friends Provident International, RL360 and Hansard...