Photo Credit: courtesy
Doug Goldstein

Investors used to be able to buy PFICs (passive foreign investment corporations) investments without a lot of trouble. So what changed? Yosefa Huber, CPA, helps U.S. citizens living abroad sort out tax issues regarding their U.S. investments. Doug and Yosefa discuss why PFICs cause so much trouble to investors and their accountants. Learn what a PFIC is, and then take a look at your investment portfolio to see if you inadvertently own one.

Should you try to retire early and enjoy life?

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Doug has 3 Reasons Not to Retire Early, and they may be more legitimate than you realize. Free download: 3 Reasons Not to Retire Early Yosefa Huber can be contacted through her website and Facebook. 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”.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to https://goldsteinongelt.com/radio-show

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com