Step #9, Day 19 Assignment
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Your assignment today is to review your current investment accounts to identify what options they allow for online access and control and for making fund transfers both domestically and internationally.
In addition, you should begin thinking through how you’d like to organize any investment accounts you have as well as any you might open. Would you like to locate all of them offshore… or would you like to keep some asset accounts “back home”?
If you want to move some or all of your investment asset accounts offshore, take the time now to do a little research into the three banks that I suggest above to determine which (if any) might fit your needs.
Kathleen Peddicord
Your New Life Overseas Coach