So you got that dreaded letter from Wells Fargo? Not all hope is lost. You don't have to, and you should most likely NOT simply take all of your money out of America and move it over to outside of the US just because certain brokerage firms will not work with you as an ex-pat. There are PLENTY of firms that can help you (this guy included) to continue to maintain your current investment portfolio in America.
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DISCLAIMER:
Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
