Search found 11 matches

by RJB
Tue Dec 09, 2014 9:28 pm
Forum:
Topic: US stock options exercised in India
Replies: -1
Views: 0

US stock options exercised in India

Hi cyberabadi, would you mind sharing your accountant's contact information.
by RJB
Mon Dec 08, 2014 4:35 pm
Forum:
Topic: US stock options exercised in India
Replies: -1
Views: 0

US stock options exercised in India

Hi, I have not been able to find a clear answer in this thread or any other. Appreciate if someone can help me understand. Situation: - I am RNOR in India, and NR in US - Options were granted when I was in US (resident at that time). Part of it vested while I was in US. Part of it vested after I ...
by RJB
Wed Sep 12, 2012 3:33 am
Forum:
Topic: Understanding ULIP Investment Plans in India
Replies: -1
Views: 0

Understanding ULIP Investment Plans in India

Hi RRK, None of the links for the tutorials in the beginning of this thread are working, except part 1. Would appreciate if you could point me to the current location. I am unable to follow the discussions without some basic understanding of the ULIP product in general. This tutorial will be very ...
by RJB
Mon Sep 10, 2012 11:50 pm
Forum:
Topic: 401K, IRA - General Questions
Replies: -1
Views: 0

401K, IRA - General Questions

Hello Gurus, I would like to open a Roth IRA now and use this to convert an IRA to Roth in future. Could you let me know what is the minimum requirement to be met to open a Roth. I believe there is a max AGI you can have in order to be eligible to open a Roth. And will this requirement be waived for ...
by RJB
Fri Sep 07, 2012 11:35 pm
Forum:
Topic: Requirements to open a Roth IRA
Replies: -1
Views: 0

Requirements to open a Roth IRA

Hello Gurus, I would like to open a Roth IRA and use this to convert an IRA to Roth in future. Could you let me know what is the minimum requirement to be met to open a Roth. I believe there is a max AGI you can have in order to be eligible to open a Roth. And will be eligibility requirement be ...
by RJB
Thu Sep 06, 2012 3:14 am
Forum:
Topic: Need help with strategy for a 401k withdrawal
Replies: -1
Views: 0

Need help with strategy for a 401k withdrawal

Thanks FFH for your reply. That particular thread above was pretty informative, thanks to you and Desi. But in my situation, all or most of my withdrawal will be in ROR period, so I would like to get some clarity on that. Hope experts like Desi, RRK, Bobus etc. can help.
by RJB
Thu Sep 06, 2012 1:53 am
Forum: Community Lounge
Topic: How to convert USD income to file taxes in India
Replies: -1
Views: 6

How to convert USD income to file taxes in India

Hi All, This is probably a stupid question. But I have been wondering how do you report income in USD (out of dividends, interest, cap gains etc) from a US institution to the GOI - i.e. you have to convert it to INR? and If so, at what exch rate?
by RJB
Fri Aug 31, 2012 1:54 am
Forum:
Topic: Need help with strategy for a 401k withdrawal
Replies: -1
Views: 0

Need help with strategy for a 401k withdrawal

FFH, Thanks for the reply. The thread you referred to is very useful and I have been reading this in detail. But I am not sure if this pertains fully for my situation. Most of this thread and many other threads I have been reading up are mostly talking about withdrawing all or most of 401k during ...
by RJB
Thu Aug 30, 2012 6:07 am
Forum:
Topic: Need help with strategy for a 401k withdrawal
Replies: -1
Views: 0

Need help with strategy for a 401k withdrawal

Hello, can you please give some suggestions to this situation. Also, I plan to rollover the 401k to IRA in the future while I am resident in India. Should I go ahead and open the rollover IRA now with a few 100 dollars (out of pocket), since I dont think they will allow to open the account for ...
by RJB
Thu Aug 30, 2012 6:04 am
Forum:
Topic: Need help with strategy for a 401k withdrawal
Replies: -1
Views: 0

Need help with strategy for a 401k withdrawal

Hello, Can you give some suggestions for this situation please.
Also, I plan to rollover the 401k to IRA on a future data while living in India. Should I open the rollover IRA account now while I live in the US because I am not sure if they will allow to open a IRA account for a foreign resident.

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