Hello! I have a Fidelity investment account, a 401K and a TreasuryDirect account currently. There is a high chance I will be moving out of US for 2-3 years. I am not a US citizen or green card holder either. Can I legally keep all my investments intact even after moving? If not, what are my options?#personalfinance #investments
Yes you can keep all your financial accounts (banks, stocks, 401 etc) active while you are abroad. You need to inform them though and provide your new phone number. But you will have to pay taxes if it’s due at any of these places. You will not be exempt due to your non-residence status. But since you are clearly on a visa, returning after 2-3 years is not always a definite. A visa rejection is always a possibility. I suggest you have your business visa ready in case you need to enter the country to simply close all accounts.
They will move with you, even if you die.
most financial institutes will disallow you from trading once you move out of the state. you can reduce your positions but not increase
How would they find out?
Why don’t you ask them? Call Fidelity and they will tell you, call a lawyer too and you will have accurate information.
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