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Episode 33- Cross Border Investment Planning With Douglas Goldstein
Manage episode 443708032 series 3470612
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Doug Goldstein is the Director of Profile Investment Services, Ltd., where he specializes in helping cross-border investors manage their U.S. brokerage and IRA accounts. W
Some of the questions we will be discussing are:
- What are some of the biggest financial mistakes you see people make as they approach retirement, and how can they avoid them?
- How can elderly individuals best prepare for the unexpected, such as medical emergencies or sudden changes in living arrangements?
- How can families living in Israel effectively manage and access money held in American accounts?
- What strategies do you recommend for elderly individuals in Israel to ensure a smooth transfer of their U.S.-based assets to their heirs?
and more!
You are welcome to visit my website for more information www.lawmirit.com
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