Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Should Your American Assets Stay in the United States?
Did Your Brokerage Firm Ask You to Leave?
Do You Have Complete Control of Your U.S. Retirement Account?
“They’re closing down the pension plan I had in America,” a new client told me. “They say that if I don’t do all of these complicated steps, the account will be subject to a huge tax bill!” He really needed to get complete control of his U.S. retirement account, but he didn’t know the rules. … Read more
Did You Get Bad News About Your U.S. Brokerage Account?
I received the following email today about a U.S. brokerage firm kicking out clients:
Hi Doug!
I’m forwarding the letter I just got from *********** after dealing with their ridiculous bureaucracy for lord knows how long already.
Oy vey.
What should I do?… Read more