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@valyafconservative Thanks. Good to know

@valyafconservative That's interesting. I use a CPA in the US. That costs less then a FA. I do want to get out of dividend-generating ETFs to reduce my tax burden.

@valyafconservative I fit the profile and I'm curious. What does your auto advisor do?

@sharice Thanks

@sharice Hi. Also an expat with complicated citizenships/residence, etc... and also with Schwab. Is your advisor through Schwab?

@annalee I'm also spread over 3 continents (US, EU, North East Asia) - I don't know how Indian taxes work Here's what I would do: US: work with your CPA to file including your NL income which is easily covered by foreign income exclusion. NL: get a tax preparer who understands how to file with...