Crossing Horizons: Rohit’s Plan on DesiReturn – Navigating Financial Planning, Family, and Career Crossroads

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Rohit has been living in the US for the last 16 years with a successful career. He and his family have been considering returning to India, where he talks through his plans and how the family is approaching the move. Rohit dives into financial planning and what it takes to lead a financial independent life as well as tax planning 

Here’s some of the topics we covered:

  • Background and reasons to move back to India 
  • Three Key milestones as part of the move
  • Career transition planning
  • Finance planning for the move
  • Financial independence
  • How to plan retirement accounts and non-retirement accounts
  • Tax planning with RNOR status
  • Advice for the future aspirants

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