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Ask Paula: How Can We Reach Financial Independence by 35?

Afford Anything

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Is Mohan Underestimating the Efficiency of the Tax Shelter?

Palla: I think mohan is underestimating the amount of tax savings he would get from the roth. But i also know that when i was a financial planter and i had clients that moved from the united states to india, that having money in us tax shelters while in a foreign country can be a gigantic pain. And then i think about the the r oi and the amount of time it's going to take to unwind this short term efficiency. While i think he's underselling the efficiency of the tax shelter, i'm with him. He should completely leave this money in a taxable brokerage account for ease of management. Plus, if he wants change currencies and change

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