What You Need to Know About Cross-Border Investing and Tax Issues - a podcast by Douglas Goldstein | CFP® | Profile Investment Services

Cross-border investing means you have money in more than one country. How easily can you access your money and what are the tax implications for investing in different countries? When an American citizen moves to Israel, or any other foreign country, there are many things they need to do keep their money accessible. What should international investors do to make sure their money is accessible even overseas? Tune in to find out! Doug shares the microphone with Monte Silver, a licensed tax lawyer in the United States and Israel. Monte helps expatriates who want to minimize tax problems that arise with cross-border investments. Monte breaks down the issues international investors need to consider, and shares common misunderstandings of U.S. tax law. He explains why real estate investments have the most tax issues attached to them.

Advice for expats who keep their money in the United States

Doug’s 20 years of experience in dealing with Americans living abroad who have U.S. brokerage accounts, motivated him to create a checklist of smart tips U.S. expats (read: olim) need to know about international investing. He offers a list of tactics for international investors getting ready for their big move. Download the list here. Free Download: Smart Tricks for Expats Who Keep Investments in the U.S. Monte Silver can be contacted through Eitan, Mehulal, & Sadot Advocates & Patent Attorneys and on LinkedIn. To learn more about Roger Whitney and his 5-minute retirement plan, go to rogerwhitney.com/5minuteretirementmakeover. Note: Doug does not give tax advice. He’s a financial planner and an investment advisor. For tax advice consult a certified tax advisor. 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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