Event Details

Join us for our Tax, Financial and Retirement Planning for G-4 Visa Holders webinar on June 19th at 1:00 pm.

Presented by
: Join 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. 



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