Providing International Organization Employees with Peace of Mind & Financial Security
International Organization (“I/O”) employees and retirees generally face different and complex tax and financial issues compared to employees of private corporations. For over 30 years, The Wolf Group has specialized in I/O employee tax and wealth management issues and has assisted thousands of international organization employees and retirees in navigating their complex tax planning and tax compliance needs.
Everyone needs a financial plan. Even if one’s pension covers expected spending needs in retirement, there may be important financial planning issues to consider. Commutation of one’s pension may not be as straightforward as it appears at first. A highly tax-efficient ROTH IRA conversion may be a consideration for some. Changes in citizenship, location of primary residence, residency status of one’s spouse, and many other issues can complicate both the financial plan and investment strategy for I/O employees and retirees. The Wolf Group stands as a vital companion for I/O employees who plan to retire in the next few years.
to our newsletter
|U.S. Citizens & Green Card Holders||G-4 Visa Holders|