Episode 33- Cross Border Investment Planning With Douglas Goldstein

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:

1. What are some of the biggest financial mistakes you see people make as they approach retirement, and how can they avoid them?
2. How can elderly individuals best prepare for the unexpected, such as medical emergencies or sudden changes in living arrangements?
3. How can families living in Israel effectively manage and access money held in American accounts?
4. 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