Elgon Financial Advisors

The India‑to‑America Money Reality Check.

You were born in India, and you are now a tax resident of the US.

You could be here on a work visa, a green card, or you are a US citizen.

That DEMAT account, or the Provident fund you left behind, or the jewelry from your parents (and a host of other left-behind accounts), is probably complicating your financial life (whether you know it or not).

Lucky for you, my friend Manasa knows a lot about these accounts.

In this guest episode, she tells you exactly what you need to know, what you need to report, and how to come into compliance if you have missed reporting these accounts.

🔥 The India‑to‑America Money Reality Check

Richard and Manasa Nadig discuss the financial landscape for Indian expatriates in America.

They explore common financial assets, tax compliance issues, and the importance of pre-immigration planning.

Learn all about UK SIPPS.

Episode 70

“Thinking your SIPP works like a U.S. retirement account? The IRS would like a word 🗂️🤨”

We explore the basics of SIPPs, their advantages, and the critical tax implications and reporting requirements for US residents who hold a SIPP.

April newsletter - full of good info

- Interest rates and investing overseas

- Immigration status and how that impacts your finances

- Strategic roadmap if on a certain work visa

- All about the Schengen shuffle.

Interest Rates, Visas & A "Giant Snake" Lots going on -  some highlights. Rates Around The World -  Invest Where? We think we have it bad until you see how others are doing. America’s short-term interest rates of 3.5% to 3.75% might seem a bit high - until you compare them to the 37% rate that Turkish companies and citizens are expect...