Read Doug’s articles originally printed in The Jerusalem Post.
“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
I received the following email today about a U.S. brokerage firm kicking out clients:
I’m forwarding the letter I just got from *********** after dealing with their ridiculous bureaucracy for lord knows how long already.
What should I do?… Read more