Search found 4 matches

by eslmedley
Tue Mar 08, 2022 6:28 am
Forum: iDeCo
Topic: iDeCo for Americans
Replies: 24
Views: 11601

Re: iDeCo for Americans

OK, so maybe that's where I'm getting confused. My university offers a "DC" plan (which is not an iDeCo?). The financial adviser I talked to (a free service twice a year) showed me information saying these kinds of plans do not need to be reported for Americans living in Canada, so he said...
by eslmedley
Fri Mar 04, 2022 7:27 am
Forum: RetireJapan for Dummies
Topic: Any US expats use an online financial advisor?
Replies: 16
Views: 5433

Re: Any US expats use an online financial advisor?

Sorry for the late reply! I can't DM either I guess. I talked to a few advisers based in Tokyo, but honestly, it all seemed a bit shady. In the end, I opened a brokerage account with Fidelity in the U.S., and I've got an appointment to meet with PlanVision recommended by Millionaire Teacher and Rob ...
by eslmedley
Fri Mar 04, 2022 7:15 am
Forum: iDeCo
Topic: iDeCo for Americans
Replies: 24
Views: 11601

Re: iDeCo for Americans

I've read a few places that PFICs that are part of an IDECO through your employer do not need to be reported to the U.S. I started an IDECO through my university and now am wondering if I need to get out before it reaches the max $25K when I will need to report and (yikes!) be penalized brutally for...
by eslmedley
Sat Oct 30, 2021 3:36 am
Forum: RetireJapan for Dummies
Topic: Any US expats use an online financial advisor?
Replies: 16
Views: 5433

Re: Any US expats use an online financial advisor?

Can I bump this. I'm looking for a financial advisor. English speaking would be better because I handle our investments and have a better grasp on our financial stuff than my wife. I found a few for expats. But do I even need that? Anyone have experience with Argentum? Also found a single planner, ...