Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Yosefa Huber, CPA, discuss common tax compliance issues investors have when dealing with PFICs (passive foreign investment corporations.) She gives a brief history lesson on U.S. investing policies and why those policies have changed. Listeners will also learn what the worst case scenario is for an investor who doesn’t heed the warnings.
Retiring early isn’t all it is cracked up to be
Doug has a free resource for those thinking about early retirement. Download the 3 Reasons Not to Retire Early in today’s show notes on the Goldstein on Gelt site