Seeking Financial Planner/Advisor for US Expat
I'm a US/Italian dual citizen running a Florida-based single-member LLC taxed as an S corp. I live in Bali, Indonesia (rarely in the US), earn via software development, and aim to minimize US tax liability, maximize earnings retention, invest wisely, and build retirement wealth.
Seeking a professional with deep knowledge of:
Retirement accounts: 401(k), SEP IRA, Solo 401(k), Roth IRA conversions, backdoor Roths, etc.
Investments: Portfolio advice - stocks, ETFs, real estate, crypto, etc.
Tax minimization: S corp salary/distributions, FEIE (Foreign Earned Income Exclusion), FTC (Foreign Tax Credit), QBI deduction, expense optimizations, etc
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