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    MetLife won’t send my monthly annuity digitally

    @tijames I recommend you try to open an account at HSBC Premier. Then, use the HSBC premier staff to help you open an account at HSBC NA. Then, have your paper checks sent to HSBC NA's deposit-by-mail program.
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    Things to do when leaving the US permanently (not a US citizen)

    @shawnab My home country is the UK. I meant to describe a standard situation, yes. If I can manage to withdraw and spend the money outside the UK, then it won't be subject to any kind of UK tax. If I withdraw and bring the money to the UK, I have to account for it either as income, or as a...
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    Things to do when leaving the US permanently (not a US citizen)

    @shawnab Based on my personal experience, I highly recommend you open (or keep open) a checking account in the USA in a bank that has some significant foreign presence. In my case, I have a current account with HSBC USA, and (with a Premier account) I can transfer USD in and out of the country...
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    US Citizen Living in U.K. Exercising Stock Options

    @frankdougans You need to fill out a form W8 with the broker, identifying the US person the RSUs benefit. The RSU award is taxable on the day that you exercise the options. what you benefit are shares you will sacrifice around 56% of these to an international tax withholding. I have never...
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    US Citizen Living in U.K. Exercising Stock Options

    @nhungthientai You had me in the first half.
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    How do you guys use PayPal overseas without getting the account frozen?

    @torrey190 Paypal has a website. You use a web browser on a computer and browse to their website. Why would you use a VPN to access PayPal?
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    Convert traditional IRA to Roth while abroad?

    @adanna I am sorry, I do not know. I guess I misunderstood your question.
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    I moved to the US from the UK, can I transfer my UK pension to my 401k or Roth IRA?

    @michaelvenia It's best to leave the UK pension where it is, since you will be returning there before retirement. Start a new tax shelter in the USA for the income you earn there. Do not transfer money back and forth, until you have a reason to spend it. You can plan this later in retirement...
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    Convert traditional IRA to Roth while abroad?

    @adanna You can't contribute to a Roth either. You can only put US source earned income into a Roth IRA.
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    Canadian family to Fiji

    @tinygiraffe It may not apply in Fiji... but it's a starting point you can do something with. Good luck. I've never found a Fiji expat forum, but I hope you find one. I imagine there is a population of Australians in Fiji.
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    Non-resident alien, want to open a brokerage account in the US. I want to start with $10,000. What are my options?

    @tiger007 Neither, as the funds are in an IRA. The country where I'm resident doesn't care about the money until I bring any of it here in my retirement.
  12. M

    Best plan for super "conversion" to US savings for AUS>US expat

    @robertvox And he is not actually asking for this help?
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    Non-resident alien, want to open a brokerage account in the US. I want to start with $10,000. What are my options?

    @lilithdom I don't know if you can open the brokerage account as a corporation. I'm an NRA and currently have an account with Fidelity. For years they tolerated my lack of a US address OK, but recently I found they've restricted me from buying any ETFs. Formerly, I was only restricted from...
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    Canadian family to Fiji

    @tinygiraffe My rule of thumb is to search a property website for a housing situation you would like, and then ask for 3x that cost. I hope you get some advice specific to Fiji. Travel costs might be a lot for that year if you find you need to leave more than once.
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    Investment opportunities for US/UK

    @resjudicata If you put money into a UK pension, you cannot take anything out until you are 55 (this age is going up soon). If you are employed in the UK and you are in a higher tax bracket; or your employer is paying a good match into your pension; then you really should set up the UK...
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