If you invest with Zurich International or Friends Provident, the odds are good that you own a Variable Annuity product.Try to find a financial academic, however, suggesting that they’re a good deal, and you might as well be panning for gold in your bathtub.
Search the Archives
Millionaire Teacher Book
The Global Expat Book
- Andrew Hallam Aug 02, 5:28 AM
Carol, Try opening the Scwhab account online, providing a U.S. address of a friend/relative. But don't tell them that you live in the Middle East.
- Carol Aug 02, 1:55 AM
Hi Andrew, I recently tried to open a Schwab commission-free ETF as an American expatriate living in the Middle East. Schwab gave me the same...
- Carol Aug 02, 12:55 AM
Hi Fellow expat Teacher! I recently purchased your book The Global Expatriate's Guide to Investing. What an eye-opener for planning for retirement! Learning that Vanguard...
- Vig Lacera Aug 01, 7:43 PM
Andrew, thanks for your reply. Appreciate it as always. You're right: It would be in Saxo's best interest to get with it. Because if not,...
- Andrew Hallam Aug 01, 10:18 AM
Kendall, You can leave the employer information blank or put unemployed. Why not? It's really none of their business anyway. Cheers, Andrew
- Kendall Aug 01, 9:01 AM
Hi Andrew, I'm so sorry to keep being a nuisance! One last thing if possible please! I looked into Assetbuilder and do not have the...
- Andrew Hallam Aug 01, 8:13 AM
Hi Jack, Don't bother with an offshore account. You won't be away from Canada long enough. You could contribute to a non tax deferred account...
- Andrew Hallam Aug 01, 8:10 AM
Yes, Vig, TD Direct International will just charge 15% withholding dividend taxes for Canadian domiciled ETFs. Saxo needs to get with the program, or investors...
- Andrew Hallam Aug 01, 8:07 AM
Hi Kendall, The rumour mill that told you about IRA is incorrect. You will not lose that money. Feel secure knowing that you can keep...
- Kendall Aug 01, 1:28 AM
Hi Andrew, Thank you for such a quick response, I really appreciate it! I am hoping you can help me with one more thing if...
- Older »
Welcome! I’m Andrew Hallam
Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions! I am also the author of the books: Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School & The Global Expatriate's Guide to Investing. If you'd like to find out more about my investing philosophy, read my "Nine Laws to Financial Freedom." Sign up for it and a bonus Investing Strategy below. Free!