KoruVest Author
David Han
Lead Author at KoruVest
David Han writes about U.S. investing, financial accounts, tax-related rules, retirement plans, and credit for visa holders, international students, non-U.S. citizens, newcomers, and global investors.
About David Han
David Han is the lead author responsible for KoruVest’s educational financial content. His editorial approach is informed by professional work across management consulting, corporate finance, accounting and taxation, and international business.
At KoruVest, he focuses on questions where a seemingly simple U.S. financial rule can produce a different practical answer because of tax residency, immigration status, physical residence, account-provider policy, or a later move across borders.
Areas of focus
- U.S. brokerage accounts and investing for non-U.S. citizens and visa holders
- U.S. tax residency and investment-income rules for international investors
- W-8BEN, withholding, FBAR, and cross-border reporting questions
- 401(k), IRA, and retirement-account decisions when leaving the United States
- U.S. banking, credit, and investing fundamentals for newcomers
- Research-based comparisons of financial products and account eligibility
How he approaches financial questions
KoruVest does not treat “foreign investor,” “visa holder,” “non-U.S. citizen,” and “nonresident alien” as interchangeable labels. Those terms can describe different legal, tax, immigration, or practical situations.
Material claims are checked against primary or authoritative sources where feasible. The aim is then to add the decision layer: which fact changes the answer, which assumption matters, what a worked example shows, and when the issue becomes specific enough that a qualified professional should review it.
Selected KoruVest guides by David Han
Editorial standards and limitations
David Han writes general educational content, not individualized tax, legal, immigration, financial-planning, or investment advice. Product policies, tax rules, thresholds, and financial terms can change.
Read the KoruVest Editorial Standards for the site’s source hierarchy, review process, comparison methodology, update policy, and approach to editorial independence.
Contact
To report a possible error, an outdated source, or a correction request related to a KoruVest article, use the site’s contact page.