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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

Register Now