EU national (French) moved countries a few times. Have PR.
I have, from before moving to Japan some money in overseas banks, as well as some funds, stocks etc.
When I moved here, I got a tax/relocation advisor from a big 4 (pwc). They basically told me I'm "supposed" to move all assets to Japan, but that practically I could leave it そのまま
So I just left it all be. Didn't know I'd stay in Japan so long. Now my wife got hired by a bulge bracket bank, and I want to make sure to be extra clean.
I have following assets:
USA: Former companies pension plan (a company retirement brokerage). I left the company, while I was in Japan. I have the option to opt out but I didn't yet. The address is updated to Japan (previous employer did that automatically when I moved)
USA: brokerage (firstrade), with etfs and a couple single stocks. Opened it when I worked in Taiwan, address hasn't changed (I technically still reside there). Haven't made any buy/sell order since I moved.
Taiwan: bank account with cash
Taiwan: broker account with just various funds.
Wondering if I should clear it all and move it here? Can I leave it all be? It may not even be possible for me to short the stocks now due to my wife's trading policies 😡
by Stump007