Tax, Financial and Retirement Planning for G-4 Visa Holders 05/21

Date: Friday, May 7, 2021

Time: 1:00 PM

Location: Zoom Webinar

Join us for our Tax, Financial and Retirement Planning for G-4 Visa Holders.

Presented by: Dale Mason, CPA and Jose Sobrado, CFA

G-4 visa holders encounter tax and financial challenges when planning their financial futures, including retirement. Learn about the tax and financial solutions available to G-4 visa holders.

Topics will include:

Tax and investment planning for G-4s
Tax and financial issues of the World Bank Gross & Net Plan and IMF Gross Plan
Roth 401(k)s
College Planning
Long-Term Care Planning