Gain Perspective on Financial Planning. Investments. Your Future.

What You Need to Know About Rolling Your 401k to an IRA

When you change jobs, everything you need to take with you can be neatly packed into a box – except your retirement plan.  When you leave your job, you need to think about rolling your 401(k) into an IRA (Individual Retirement Account). If you left … [Read more...]

Does Your Brokerage Firm Know Your Address?

Is your investment account in jeopardy because of your address? If your American brokerage firm no longer wants to hold your account because your legal address is not in the United States, you may find useful information in this free Profile … [Read more...]

How Non-Americans Can Benefit from American Brokerage Accounts

This past week, my office phone rang several times with non-Americans inquiring about opening American brokerage accounts. Given the hassles of dealing in some of the more popular offshore jurisdictions, and given the many benefits of keeping … [Read more...]

What Should You Do About the FBAR?

Whenever I mention the acronym FBAR, Americans often say one of two things: “F what??” or “I don’t need to do that.”  What’s an FBAR? The “Report of Foreign Bank Accounts” (FBAR) is a required U.S. government form, which is important in the … [Read more...]

Profile Perspectives is a personal finance blog based on articles Doug Goldstein, CFP®, director of Profile Investment Services, Ltd., published in The Jerusalem Post. The information posted is purely informational and does not constitute investment or tax advice. Advertisements on the site are neither endorsements nor recommendations. Consult your professional advisors before making any investments based on articles or advertisements. Securities offered through Portfolio Resources Group, Inc., member of FINRA, SIPC, MSRB, FSI. Accounts carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.

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