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Join us for our
Tax, Financial and Retirement Planning for G-4 Visa Holders
webinar on
May 7, 2021 at 1:00 PM.
Presented by
:
Dale Mason, CPA and Jose Sobrado, CFA
G-4 visa holders have unique tax and financial challenges when planning their financial futures, including retirement. Learn about the tax and financial solutions available to G-4 visa holders.
Topics will include:
Tax and investment planning for G-4s
Tax and financial issues of the World Bank Gross & Net Plan and IMF Gross Plan
Roth 401(k)s
College Planning
Long-Term Care Planning.
We apologize, but there are no sessions available at this time. Please email htbarreto@bfsfcu.org to be added to a wait list.
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