A Cross-Border Finance & Tax Podcast To Filter Out The Noise
Hosted by Jane Mepham, CFP & Manasa Nadig, EA
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About
The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.
Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.
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Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!
Ep 60:Trump Accounts Demystified: Opportunities and Unknowns for Global Families
Trump Accounts. You are a foreign national on a work visa in the U.S., or you're a U.S. expat outside the U.S. Can you use the Trump account?
We discuss the newly introduced Trump accounts, designed to provide financial support for children born after December 2024. We explore the account's features, including the initial government contribution, investment options, and withdrawal restrictions.
We also compare them to other investment vehicles, address potential concerns, and highlight the importance of understanding the implications for financial aid and long-term planning, especially when you are here on a non-immigrant visa.
Chapters
00:00 Introduction to Trump Accounts
02:47 Understanding the Basics of Trump Accounts
06:03 Investment Options and Restrictions
08:57 Distribution Rules and College Savings
12:13 Comparing Trump Accounts with Other Investment Options
15:07 Attractions and Concerns of Trump Accounts
18:04 Final Thoughts and Conclusion
Episode Links and Resources
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Meet Your Hosts
Jane Mepham, CFP and
Manasa Nadig, EA
Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.
Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast.
Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages.
If you’d like to go beyond the podcast and explore working with us one-on-one
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Take this episode further with our exclusive companion resource. Inside, you’ll find practical tips, tools, and insights designed to help you put what you’ve learned into action right away.