Episode Details

Imagine inheriting an I-R-A and then getting a letter that says your brokerage firm can't keep your account because you live overseas. 

It sounds unbelievable, but it's happening more often than you might think. 

This week, Doug shares a real-life email from a frustrated investor who found himself caught in the growing trend of United States brokerage firms restricting accounts for clients with foreign addresses. Why are firms doing this? What options do investors actually have? And what should you do if you receive one of these letters? 

If you're an American living abroad, have investments in the United States, or simply want to avoid costly mistakes with your financial accounts, this is a conversation worth hearing. 

Don't wait until your brokerage firm tells you it's time to leave.