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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: kuriousoranj on June 03, 2015, 07:23:30 AM

Title: Investing advice! Living in UK for another year and moving to US after
Post by: kuriousoranj on June 03, 2015, 07:23:30 AM

I want to open a Betterment account to invest with Vanguard (90% stocks, 10% bonds) but I am currently residing and getting salary in the UK. Having read a bit of advice for people in UK, I have concluded that Vanguard Lifestrategy is the way to go in the UK. The question is: is it worth setting up a Vanguard Lifestrategy UK portfolio, so that after a year when I move to US I will have to pull the money out and reinvest through Betterment? Thank you in advance

Title: Re: Investing advice! Living in UK for another year and moving to US after
Post by: kuriousoranj on June 04, 2015, 06:04:05 AM

bump

Title: Re: Investing advice! Living in UK for another year and moving to US after
Post by: ShoulderThingThatGoesUp on June 04, 2015, 06:09:35 AM

Are you an American? I would think that would make it not really a problem to open an American account.

Title: Re: Investing advice! Living in UK for another year and moving to US after
Post by: kuriousoranj on June 12, 2015, 07:16:18 AM

I am a EU citizen living in UK atm, got married to an American a month ago...

Title: Re: Investing advice! Living in UK for another year and moving to US after
Post by: kuriousoranj on June 13, 2015, 03:39:06 PM

bump

Title: Re: Investing advice! Living in UK for another year and moving to US after
Post by: StockBeard on June 13, 2015, 08:34:33 PM

Best is if you call both Betterment and Vanguard and explain your situation to them. I'm with Schwab, had an international account with them when I was in Japan, they converted it into a "US" one when I moved to the US. The process was reasonably painless, and I didn't have to sell/transfer anything.
My point is, Vanguard or Betterment might be fine with having a UK account transferred to the US and vice versa