StudentEB5
Free EB-5 educational resources for international students and H-1B professionals seeking US permanent residency.
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StudentEB5
Free EB-5 educational resources for international students and H-1B professionals seeking US permanent residency.
Please enable JavaScript for the full interactive experience.
Optimize your EB-5 funding source for tax efficiency
Why this matters: F-1 students under 5 years often pay 0% US Capital Gains tax. H-1B and longer-term residents are taxed on worldwide income (Resident Aliens).
Original purchase price
Current market price
Assumes 10% penalty unless used for Education.
Interest is non-deductible for EB-5.
Brokerage Effective Cost:
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IRA Effective Cost (Tax + Penalty):
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HELOC Annual Cost (Interest):
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Please enter your data above.
This tool is for educational and illustrative purposes only and does not constitute legal, tax, investment, or immigration advice. The "Liquidation Strategy Engine" provides estimates based on simplified assumptions and current US tax laws, which are subject to change.
Immigration Warning: Minimizing tax liability may not always align with the "Source of Funds" tracking requirements for the EB-5 visa. A strategy that saves tax money but obscures the paper trail could lead to a visa denial.
No Attorney-Client Relationship: Use of this tool does not create an attorney-client relationship. You should strictly consult with a qualified Immigration Attorney and Certified Public Accountant (CPA) before executing any financial transactions or submitting documents to USCIS. StudentEB5.com assumes no responsibility for actions taken based on these calculations.