If he's going to leave money in the united states, a brokerages now have no year customer rules. Frankly, a lot of times, if you're working with specific people, those relationships go away. What i would do then is make sure that he has set up a many cases,. You have to find a united states address that you're going to keep on the account. Then you'll have to be able to figure out how to monitor the accont on the inter net now. So you can monitor it that way. But if if there's statements, are paper stuff that needs to come to you? How is that going to come toyou?"
#372: Eve has been investing in her brokerage account and the tax liabilities are starting to add up. She wants to retire in 12 years and is wondering if she should invest in after-tax contributions and plan on a Roth conversion.
Anonymous has rental properties and wants to start building his kids credit histories. Is it a good idea to add them as co-borrowers on the mortgage?
Lily is really excited about investing in real estate, but househacking wasn’t the right fit. She’s looking for advice on investing in opportunity zones through crowdfunding platforms.
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough situations.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it at https://affordanything.com/voicemail and we’ll answer them in a future episode.
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