Don't liquidate! | It's easy to transfer a US brokerage account - podcast episode cover

Don't liquidate! | It's easy to transfer a US brokerage account

Jul 13, 20227 min
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Episode description

On today's show, I am sharing with you how easy it is to transfer your brokerage account. If you are a US citizen who has made aliyah, it is not uncommon to receive a letter informing you that your broker is unable to serve you anymore. Not only is it VERY simple to transfer your account to a new firm, but it can cost you big time if you take your friends' advice or crowdsource. Go directly to a financial professional to sort this out! ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------------------------------------- SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ---------------------------------------------------------------------------------- VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@lighthousecapital.co.il ---------------------------------------------------------------------------------- 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.
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