Need advice/help/checklist on what to do with my investments when moving back
Hi, I am 25F planning on moving back to India in September. I came to the US and 2018 and have been traveling/ visiting India (3ish months) every year til 2023. I was in India for almost the whole year of Covid. 2020 june to 2021 August. Will i qualify for RNOR?
in my 401k I have from my employer it’s a combination of both traditional and Roth 401(k) totaling up to about $80K. I have a personal investment account with Chase totaling about $60K and some saving accounts, other than this I don’t have any investment or real estate property in the US, what are some of the best options that I have with regards to my current investments? should I cash them out and transfer them? most of the personal investments will have long-term gains. If i keep my 401k and investments what is the needful to be done every year to maintain that? And how will Us taxes work if i keep them?
In India what will be the steps that needs to be taken with respect to cross border tax?
Does chase allow international address for investment accounts? And will W8 BEN work there as well?