r2i forum

Experts, I have read several posts on this, but not one that addresses this specific scenario: - USC returning to India with same company as expat (not being "moved" to Indian Corporate Entity Pte Ltd) - 401k cannot be moved to IRA because employer is not changing - Possible 2-3 year assignment ...

I notice this forum has not been active for a while..AAP experts: Are you available to assist me if I upload my information?

[quote=DosaiLvr;27770][B]DO : San Jose[/B] [COLOR=royalblue][B]10/06/2006[/B] :[/COLOR] Priority Date (and Receive Date) [COLOR=royalblue][B]10/13/2006[/B] :[/COLOR] Notice Date (Received in the mail on the 14th) [COLOR=royalblue][B]10/16/2006[/B] :[/COLOR] FP Notice Date [COLOR=royalblue][B]10/27 ...

A question around timing and PIO/OCI - I assume I will need a US passport to apply for PIO or OCI? if I am very close to getting USC (only pending oath), how much time would you estimate it would take to get my PIO or OCI and which would be faster/advisable if I would like to r2i in the next 6-9 ...

Nattstubs - I am very much looking forward to your diary. Especially around how moving your Shepard goes, since I plan to move a pet too:) [quote=Nattusbs;26458]Hi all: I was thinking along the same lines of writing a chronological diary of events and then saw 2 others have done that too! I am ...

[quote=vivmat;20051]Hi Bobus (and others)
3) Do a phased withdrawal AFTER one stops earning any salary in India (read early/timely retirement)
[/quote]
Does your spreadsheet have this option? I didn't see it

If I own a Vanguard Total Stock Market/500 Index type fund in a taxable account, would you recommend I reinvest dividends or convert to cash? What are the pros/cons of each?

[quote=vivmat;19613] If you have a 401k in the US, roll it over to an IRA before u R2I and once in India, start converting to ROTH IRAs in small chunks every year, so as to minimize taxes. [/quote] Vivmat - you helped me with my AAP in the old forum, thanks again for that help! I am in a similar ...

[quote=Bobus;15845]if you subsequently quit the firm (and thus get right to rollover or withdraw 401(k) money) when you are ROR in India, the India tax consequences at that time will not be pleasant [/quote] Thanks Bobus. Since most employers allow maintaining a 401k account even after you leave the ...

All, I have perused the threads on this site and do not see answers for my specific case: 1. High 401k balance Vs after-tax investments ($110K in 401k, $20K in after tax funds) 2. USC planning to R2I in a few years, spouse is GC, will not be getting her USC 3. Plan to move with the same employer ...