All posts
The complete archive — 232 posts on US investing, RSUs, and Indian tax.
2026
- RSU Management
RSU tax for NRI: what Indian tax do you actually owe?
- US Investing
Funding life goals with RSUs: house down payment, 529 college savings and goal-based selling
- RSU Management
The RSU tax-saving playbook for US employees: harvesting, donor-advised funds, NUA and the 83(b) myth
- US Investing
Trump tariffs at 6 months — what actually happened to AAPL, NVDA, TSLA, WMT, and the rest
- US Investing
Q2 2026 earnings preview: the 5 things Indian retail must watch in the most consequential reporting season since AI began
- US Investing
Iran war (March 2026) and stocks: ITA fell 12% during the war, the defense primes missed Q1 — what the headlines actually got wrong
- US Investing
FIFA World Cup 2026 stocks: what's already priced in, what's still cheap, and the after-tournament fade pattern
- US Investing
Anlage KAP step-by-step: filing foreign capital income in Germany for 2026
- US Investing
The $36B Apollo-Blackstone Anthropic deal: the public stocks positioned for the largest private-credit transaction in history
- US Investing
The AI capex stress test: what actually breaks when Meta and Google cut capex 20%
- RSU Management
What to do with vested RSUs: the diversification playbook for US employees
- US Investing
SpaceX IPO speculation: the math, the timeline, and the public stocks that benefit either way
- US Investing
China ADRs at the Qwen 3.7-Max moment: 22 names across 5 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
The trillion-dollar private valuation cluster: SpaceX, OpenAI, Anthropic, ByteDance, Stripe, Databricks — what's justified, what's froth, what Indian retail can actually buy
- US Investing
QSBS (Section 1202) after the 2025 tax-law changes: tiered exclusions and the new caps
- US Investing
Cybersecurity stocks at the PANW + CyberArk close: 22 names across 5 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
The 50% CGT discount: Australia's biggest RSU optimization (and how to use it)
- US Investing
Pay down the mortgage or invest RSU proceeds? The real math
- US Investing
US financials stocks at the $36B Anthropic deal: 35 names across 7 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
Tax-loss harvesting and the wash-sale rule: the complete playbook
- US Investing
Turning RSUs into a retirement corpus: 401(k), backdoor and mega-backdoor Roth for US employees
- US Investing
T1135 Foreign Income Verification Statement: step-by-step filing for Canadian RSU holders
- US Investing
What is LRS? Complete 2026 guide to the Liberalised Remittance Scheme
- US Investing
EP holder vs PR vs Citizen: how RSU tax differs by Singapore residency status
- US Investing
Section 112 vs Section 111A for US stocks: the most expensive ITR-2 mistake explained
- US Investing
What is Section 112? Long-term capital gains on non-equity assets (2026 guide)
- US Investing
Pharma and GLP-1 stocks at the IRA Round 1 cutover: 35 names across 5 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
Asset location: which assets belong in Roth, pre-tax, and taxable accounts
- US Investing
The US$60,000 estate tax trap: what UAE residents with US stocks must plan for
- US Investing
Schedule FA for AY 2026-27: step-by-step disclosure guide for Indian residents
- US Investing
DTAA US-India: complete guide for Indian residents with US income, dividends, RSUs, and capital gains
- US Investing
Defense and space stocks at the $1.5T budget pivot: 35 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
Building a completion portfolio around employer stock
- US Investing
What is Schedule FA? Complete 2026 guide to foreign-asset disclosure
- US Investing
ISA for US stocks: the UK tax-free wrapper strategy for 2026
- US Investing
Quantum computing stocks at the Quantinuum IPO: 25 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
State tax optimization for US RSU holders: the 13.3% difference no one talks about
- US Investing
Getting a mortgage with RSU income: how lenders count your vests
- RSU Management
How to reduce RSU tax in India: five levers that actually work
- US Investing
Form 67 to Form 44 transition: foreign tax credit for AY 2026-27
- US Investing
Energy stocks before the OBBBA cliff: 45 names across 9 layers, 3 portfolios — June 2026 guide for Indian investors
- RSU Management
What is an RSU? Restricted Stock Units — complete 2026 guide for Indian employees
- US Investing
Superfunding a 529: the complete guide to front-loading college savings with a big RSU vest
- US Investing
The rupee-dollar lens: why your US stock returns differ from the S&P 500, and what to do about it
- RSU Management
ITR-2 walkthrough for first-time RSU filers (AY 2026-27)
- US Investing
How to buy Marvell (MRVL) stock from India
- US Investing
German residents with US RSUs: complete tax + filing guide for 2026
- US Investing
How to buy Google (Alphabet) stock from India — GOOGL vs GOOG
- US Investing
Donor-advised funds for people with equity compensation
- US Investing
Canadian residents with US RSUs: complete tax + filing guide for 2026
- US Investing
US residents with US RSUs: complete tax + strategy guide for 2026
- US Investing
How to buy Microsoft (MSFT) stock from India
- US Investing
Form 67 deadline tracker for AY 2026-27: foreign tax credit timing
- US Investing
Automotive stocks after the EV credit cliff: 38 names across 7 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
What is Form 67? Foreign tax credit claim form — complete 2026 guide
- US Investing
Semiconductor stocks June 2026 — sources and research notes
- US Investing
How to buy Tesla (TSLA) stock from India
- US Investing
Australian residents with US RSUs: complete tax + filing guide for 2026
- US Investing
What is DTAA? India-US Double Taxation Avoidance Agreement — complete 2026 guide
- US Investing
The SECURE 2.0 mandatory Roth catch-up rule for high earners in 2026
- US Investing
Humanoid robotics stocks: 30 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
- US Investing
How to buy NetApp (NTAP) stock from India
- US Investing
How to buy Apple (AAPL) stock from India
- US Investing
What is TCS on LRS? Tax Collected at Source on overseas remittance — complete 2026 guide
- US Investing
UAE residents with US RSUs: complete tax + filing guide for 2026
- US Investing
Semiconductors after the rally: 30 stocks, 6 layers, 3 portfolios — what to actually buy in June 2026
- US Investing
How to buy Nvidia (NVDA) stock from India
- US Investing
What is W-8BEN? US tax form for non-US persons — complete 2026 guide
- US Investing
Direct indexing to unwind concentrated employer stock
- US Investing
What is AIS and Form 26AS? Indian tax pre-fill data — complete 2026 guide
- US Investing
Singapore residents with US RSUs: complete tax + filing guide for 2026
- US Investing
What is the Black Money Act? Undisclosed foreign assets — complete 2026 guide
- US Investing
How to buy Workday (WDAY) stock from India
- US Investing
What is Section 112A? LTCG on Indian-listed equity — complete 2026 guide
- US Investing
UK residents with US RSUs: complete tax + filing guide for 2026
- US Investing
The backdoor Roth IRA and the pro-rata trap: how high earners fund a Roth without triggering tax
- US Investing
What is FATCA? Foreign Account Tax Compliance Act — complete 2026 guide for Indian residents
- RSU Management
Rule 10b5-1 plans: how employees and insiders sell company stock on a pre-set schedule
- US Investing
The mega-backdoor Roth: a complete guide for high earners
- RSU Management
RSU taxation in India: the complete guide with worked examples
- US Investing
How to buy Palo Alto Networks (PANW) stock from India
- RSU Management
Exchange funds (swap funds) for a concentrated employer-stock position
- US Investing
Net Unrealized Appreciation (NUA): the employer-stock 401(k) tax break
- RSU Management
How much employer stock is too much? A concentration-risk deep dive
- RSU Management
The 83(b) election explained: RSAs, early exercise, and the 30-day bet
- RSU Management
Rovia vs E*TRADE Stock Plan: a guide for Indian RSU holders
- RSU Management
Rovia vs Fidelity NetBenefits: a guide for Indian RSU holders
- US Investing
How to buy Rubrik (RBRK) stock from India
- RSU Management
Rovia vs Morgan Stanley at Work (Shareworks): a guide for Indian RSU holders
- US Investing
Missed Schedule FA in prior years — the honest fix-it guide for Indian residents with US stocks
- US Investing
Welcome to Vested: US investing & RSUs for Indians
- RSU Management
Lot selection and loss harvesting: the RSU tax tools your CA isn't using
- US Investing
Vested vs INDmoney vs IBKR vs Rovia: best US stock platform for Indians
- US Investing
The LRS explained: how Indians invest USD 250k/yr abroad
- RSU Management
The share-transfer problem: why Indian residents are stuck with their employer's broker
- US Investing
How to buy Arista Networks (ANET) stock from India
- RSU Management
RSU vesting: the real tax math for Indian residents
- US Investing
The 7 most expensive ITR-2 mistakes Indian residents with US RSUs make every year
- US Investing
How to buy Eli Lilly (LLY) stock from India
- US Investing
How to invest in US stocks from India 2026: complete guide
- US Investing
How to buy Twilio (TWLO) stock from India
- US Investing
How to buy iShares Bitcoin Trust (IBIT) ETF from India
- US Investing
How to buy Vistra Corp (VST) stock from India
- US Investing
How to buy Lockheed Martin (LMT) stock from India
- US Investing
Tax filing season July 2026: the complete roadmap for Indian residents with US stocks, RSUs, and ESPP
- US Investing
LRS, TCS & Schedule FA: India's compliance trifecta
- US Investing
How to buy Novo Nordisk (NVO) stock from India
- US Investing
How to buy Atlassian (TEAM) stock from India
- US Investing
RSU vesting during the year of return: the attribution rule, worked example, and documentation requirements
- US Investing
How to buy iShares Ethereum Trust (ETHA) ETF from India
- US Investing
How to buy Vertiv Holdings (VRT) stock from India
- US Investing
How to buy RTX Corporation (RTX) stock from India
- US Investing
How to buy Intuit (INTU) stock from India
- US Investing
Buying a flat in India with US RSU proceeds: Section 54F exemption and how to save up to ₹10 crore in capital gains tax
- US Investing
Sending kids to US college: the LRS + TCS + education-loan playbook for Indian parents
- US Investing
How to buy PayPal (PYPL) stock from India
- US Investing
Divorce and US RSUs: division, court-ordered transfers, Section 47 exemption, and the QDRO for 401(k) splits
- US Investing
7 best US ETFs for Indian investors (VOO isn't always right)
- US Investing
Death of a US RSU holder: succession, repatriation, the $60,000 estate tax trap, and the documentation playbook
- US Investing
How to buy Uber (UBER) stock from India
- US Investing
Selling US property as a returning NRI: FIRPTA withholding, dual capital gains, and the repatriation playbook
- US Investing
US stocks tax in India: capital gains, dividends & 24-month rule
- US Investing
Getting married with US RSUs: joint ownership, gifting, and the clubbing-of-income trap
- US Investing
How to buy ARM Holdings (ARM) stock from India
- US Investing
What happens to your 401(k) and IRA when you return to India: the retirement account decision matrix
- RSU Management
The complete RSU guide for Indians at US multinationals
- US Investing
Becoming RNOR: the residency math, the 9-out-of-10 test, and how to maximize the window
- US Investing
How to buy Micron (MU) stock from India
- US Investing
Moving back to India with US RSUs: the complete returning NRI playbook
- RSU Management
Sell-to-cover, sell-all or hold: the three RSU vest decisions
- US Investing
NVIDIA RSU India guide: Schwab Equity Awards, the post-split cost basis, and when your equity vest exceeds your salary
- US Investing
How to buy Qualcomm (QCOM) stock from India
- US Investing
Apple RSU India guide: semi-annual vests, ESPP at 15% with 6-month lookback, and the cleanest equity calendar in the cohort
- RSU Management
Form 67 & FTC: avoiding US dividend double taxation
- US Investing
How to buy Cisco (CSCO) stock from India
- US Investing
Amazon RSU India guide: the 5-15-40-40 back-weighted vesting, sign-on bonuses, and the Year 3 perquisite cliff
- US Investing
Meta RSU India guide: Schwab Equity Awards, monthly disbursement, PSU multipliers, and the dividend that started in 2024
- RSU Management
Should you sell RSUs at vest or hold? Framework for Indians
- US Investing
How to buy Intel (INTC) stock from India
- US Investing
Microsoft RSU India guide: On-Hire grants, Annual Stock Awards, ESPP at 10%, and the densest vest calendar in tech
- US Investing
How to buy ServiceNow (NOW) stock from India
- US Investing
Google (Alphabet) RSU India guide: the 33-22-25-20 vesting schedule and what it means for your tax
- RSU Management
ESPP vs RSU for Indians: how to think about both
- US Investing
RSU vesting while in US vs India: the residency rules that decide which country taxes you
- US Investing
How to buy Salesforce (CRM) stock from India
- US Investing
From vest to ITR-2: the complete 12-step workflow for Indian RSU holders
- US Investing
Currency risk: how rupee–dollar moves change your US returns
- US Investing
Reading your Morgan Stanley StockPlan Connect statement: a field-by-field guide for Indian residents
- US Investing
How to buy Adobe (ADBE) stock from India
- US Investing
RSU double-taxation explained: how Indian residents get taxed at vest, sale, and dividend
- US Investing
How to buy Visa (V) stock from India
- US Investing
Direct US stocks vs ETFs: when stock picking makes sense
- US Investing
How to buy Walmart (WMT) stock from India
- US Investing
W-8BEN form for Indians: what it does and how to file it
- US Investing
How to buy Oracle (ORCL) stock from India
- US Investing
Repatriating money from US brokerages: timing, FX & tax
- US Investing
How to buy Broadcom (AVGO) stock from India
- US Investing
How to buy AMD stock from India
- US Investing
The Vested calculator guide: 17 tools for cross-border investing
- US Investing
PPFAS & MOSL Nasdaq vs direct US investing: which works better
- US Investing
How to buy Meta (META) stock from India
- US Investing
NRIs returning to India: what to do with your US portfolio
- US Investing
How to buy Amazon (AMZN) stock from India
2025
- US Investing
How to buy Netflix (NFLX) stock from India
- US Investing
How to buy Palantir (PLTR) stock from India
- US Investing
How to buy Costco (COST) stock from India
- US Investing
How to buy MicroStrategy / Strategy (MSTR) stock from India
- US Investing
How to buy ASML (ASML) stock from India
- US Investing
How to buy Starbucks (SBUX) stock from India
- US Investing
How to buy CrowdStrike (CRWD) stock from India
- US Investing
US bonds, REITs & gold for Indian investors: worth it?
- US Investing
How to buy Applied Materials (AMAT) stock from India
- US Investing
How to buy Lam Research (LRCX) stock from India
- US Investing
How to buy KLA (KLAC) stock from India
- US Investing
How to buy Shopify (SHOP) stock from India
- US Investing
How to buy MercadoLibre (MELI) stock from India
- US Investing
How to buy Booking Holdings (BKNG) stock from India
- US Investing
How to buy Airbnb (ABNB) stock from India
- RSU Management
Negotiating equity comp at US multinationals from India
- US Investing
How to buy DoorDash (DASH) stock from India
- US Investing
How to buy Cognizant (CTSH) stock from India
- US Investing
How to buy Cadence Design Systems (CDNS) stock from India
- US Investing
How to buy Synopsys (SNPS) stock from India
- US Investing
How to buy Texas Instruments (TXN) stock from India
- US Investing
How to buy Analog Devices (ADI) stock from India
- US Investing
How to buy NXP Semiconductors (NXPI) stock from India
- RSU Management
Holding-period rules for every asset class (India tax)
- US Investing
How to buy Microchip Technology (MCHP) stock from India
- US Investing
How to buy Monolithic Power Systems (MPWR) stock from India
- US Investing
How to buy AppLovin (APP) stock from India
- US Investing
How to buy PepsiCo (PEP) stock from India
- US Investing
How to buy T-Mobile US (TMUS) stock from India
- US Investing
How to buy Constellation Energy (CEG) stock from India
- US Investing
How to buy Fortinet (FTNT) stock from India
- RSU Management
RSU cost basis tracking: the spreadsheet you actually need
- US Investing
How to buy Zscaler (ZS) stock from India
- US Investing
How to buy Datadog (DDOG) stock from India
- US Investing
How to buy Vertex Pharmaceuticals (VRTX) stock from India
- US Investing
How to buy Regeneron (REGN) stock from India
- US Investing
How to buy Amgen (AMGN) stock from India
- US Investing
How to buy Gilead Sciences (GILD) stock from India
- RSU Management
Pre-IPO RSUs: the tax and liquidity problem for Indians
- US Investing
How to buy Intuitive Surgical (ISRG) stock from India
- US Investing
How to buy DexCom (DXCM) stock from India
- RSU Management
RSUs when you change jobs or get laid off: what happens
- US Investing
How to buy Axon Enterprise (AXON) stock from India
- US Investing
How to buy Seagate Technology (STX) stock from India
- US Investing
How to buy Western Digital (WDC) stock from India
- US Investing
How to buy Monster Beverage (MNST) stock from India
- US Investing
How to buy Warner Bros. Discovery (WBD) stock from India
- US Investing
How to buy Vanguard S&P 500 (VOO) ETF from India
- US Investing
How to buy Vanguard Total Stock Market (VTI) ETF from India
- US Investing
How to buy Invesco QQQ Trust (QQQ) ETF from India
- RSU Management
ISO & NSO stock options at US companies: how Indians are taxed
- US Investing
How to buy SPDR S&P 500 (SPY) ETF from India
- US Investing
How to buy iShares Core S&P 500 (IVV) ETF from India
- US Investing
How to buy Vanguard FTSE Developed Markets (VEA) ETF from India
- US Investing
How to buy Vanguard FTSE Emerging Markets (VWO) ETF from India
- US Investing
How to buy iShares Core MSCI Total International (IXUS) ETF from India
- US Investing
How to buy Vanguard Total International Stock (VXUS) ETF from India
- US Investing
How to buy Vanguard Total Bond Market (BND) ETF from India
- US Investing
How to buy iShares Core US Aggregate Bond (AGG) ETF from India
- RSU Management
US ↔ India employer transfer: the cross-border tax reset
- US Investing
How to buy Schwab US Dividend Equity (SCHD) ETF from India
- US Investing
How to buy Vanguard Dividend Appreciation (VIG) ETF from India
- US Investing
How to buy Vanguard High Dividend Yield (VYM) ETF from India
- US Investing
How to buy Vanguard Value (VTV) ETF from India
- US Investing
How to buy Vanguard Growth (VUG) ETF from India
- US Investing
How to buy iShares Russell 2000 (IWM) ETF from India
- US Investing
How to buy SPDR Gold Shares (GLD) ETF from India
- US Investing
How to buy iShares Semiconductor (SOXX) ETF from India
- US Investing
How to buy ARK Innovation (ARKK) ETF from India