r2i forum

Good points. You are absolutely correct in that the laws are very complex and changing as we speak. I am not trying to minimize taxation as much as I am trying to maximize returns (yes, taxes do factor in to calculate net returns). For the forseeable future I really don't see the US investment ...

Being a R2I complicates matters especially when there are no dual tax agreement with US on investment income. For example, annuities may be tax free in US but they are not tax free in India (same thing with income arising from 401k plans). As a ROR, India will want to tax worldwide income including ...

Great. Looks like we have 4 confirmed so far. Please SMS me at least an hour before so I can get a table (mumbai mobile 9920759401). The coffee shop tends to be crowded on weekends. Looking forward to meeting you.

End of June sounds like a good idea. But, how do we plan and communicate? This forum is very difficult to organize and communicate unless everyone responds in a timely fashion. One option is to fix a date, time and place and whoever can make it just show up. If this is acceptable then I will take ...

It's true that the NQRP's are part of a companys' general liability and can be lost if the company goes under. But, most employers, including mine, protect the assets with what is called a RABI or COLI trust which pays off the employees. I don't understand the nitty gritty of this transaction but ...

I R2I in April 2010. I will be getting a substantial amount of money (7 figures) from my USA based companys' non quallified retirement plan. NQRP's are designed for senior executives in US corporations to supplement retirement income from 401k, social security and pensions. The money was not taxed ...