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Living in Israel with U.S. investment accounts? Be careful when transferring money overseas!
In this insightful recording, Doug Goldstein, CFP®, GFP®, founder of Profile Investment Services, Ltd., unveils essential tips and best practices for successful cross-border investing. From working with reputable financial institutions to maintaining meticulous records, he shares expert advice on navigating the complexities of transferring money overseas.
Key pointers from the show:
These are valuable points to consider when dealing with cross-border financial transactions.
Please share your thoughts and experiences on this in the comments below.
If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
4.9
3030 ratings
Living in Israel with U.S. investment accounts? Be careful when transferring money overseas!
In this insightful recording, Doug Goldstein, CFP®, GFP®, founder of Profile Investment Services, Ltd., unveils essential tips and best practices for successful cross-border investing. From working with reputable financial institutions to maintaining meticulous records, he shares expert advice on navigating the complexities of transferring money overseas.
Key pointers from the show:
These are valuable points to consider when dealing with cross-border financial transactions.
Please share your thoughts and experiences on this in the comments below.
If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
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