Any great NorthEast (NJ/NY) tax/financial planners?
#1
Just Joined
Thread Starter
Joined: Apr 2016
Posts: 15
Any great NorthEast (NJ/NY) tax/financial planners?
Our affairs are getting complicated, with a house sale in hte UK, our green card applications in, and significant UK defined contribution pensions, alongside a growing US 401k, stock & property portfolio.
At some point we’re going to have to figure out how to repatriate the US funds to the UK, or takle the UK pension without incurring prohibitive costs.
On top of that, we have capital gains to consider on the UK sale.
Anyone with good experiences to share would be very appreciated
Matt & Laura
At some point we’re going to have to figure out how to repatriate the US funds to the UK, or takle the UK pension without incurring prohibitive costs.
On top of that, we have capital gains to consider on the UK sale.
Anyone with good experiences to share would be very appreciated
Matt & Laura