Retirement and taxes for US persons in Israel can indeed be a complex endeavor, especially if the retirement assets (e.g. IRA and 401k) are in the US. This webinar will focus on the key issues in preparing for your retirement, specifically taxation and financial planning. We will also touch briefly on Social Security and inheritance …
Retiring in Israel for US Citizens – Taxation and Planning Issues Read More »
Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fourth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia, and the EU. We reckon about 75-80% of …
Dear fellow practitioners, CPAs, attorneys and other professionals. Happy 2024 – welcome to the third edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK, …
WEBINAR DETAILS Date: Tuesday, February 6th, 2024 Time: 7 pm Israel, 12 noon eastern The Israeli Income Tax Ordinance provides benefits to new immigrants (Olim) and returning citizens, making Aliyah an attractive option. But what do you do when the 10 Year Tax Holiday ends? Attend our webinar and learn: How the Israel 10 Year …
What to do when the Israel Ten Year Tax Holiday Ends Read More »
Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the second edition of our “Dreidel” newsletter about the planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! We focus this month’s newsletter on year-end tax loss harvesting, with comments once again from my colleague Mike Reed. …
Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the first edition of our “Dreidel” newsletter about planning and investment issues for US expatriates, i.e. US citizens living overseas. We will publish a new “spin” every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK, …
In this article we are going to discuss our outlook on the 2023 bond market and the key dynamics in play. How does the change in yields to maturity impact the expected returns of bonds in the next 12 months? The yield to maturity is the average annual yield of the bond until it becomes …
For US tax payers in Israel, (or people whose tax preparers are resident in Israel), the IRS has just released a note delaying certain federal tax filings to October 7, 2024. The list of tax filings included in the IRS release is summarized below. Please refer to the original release for details. This does not relate to …
US Federal tax filing deadlines extended for Israel residents Read More »
Good news! Change number 237 of the Secure 2.0 Act was just announced. This latest change involves changes to how 401K catch up contributions for people over 50 earning more than $145,000 are treated. The SECURE Act changed everything Before the passage of the new Secure Act last year, employees over 50 with a 401K …
Expat 401k catch up contributions: not all they’re cracked up to be! Read More »
WEBINAR DETAILS Date: Wednesday, September 20th, 2023 Time: 7 pm Israel, 12 noon eastern Israel estate planning for US expats can be complicated – but it doesn’t have to be! Attend our webinar and learn: The three main documents needed for Estate Planning in Israel (a Medical Directive, an Enduring, or Durable, Power of Attorney, …
Israel estate planning for US expats: Attend the Webinar! Read More »
Moving to a new country brings with it a host of decisions. You’re constantly in new situations and there are many factors to take into account. Here are some mistakes expats make upon arriving in their new country of residence. But first, we’ve written these blogs about moving to and living in Israel which you …
Let’s face it, no one likes being kicked out the club or the popular group. Whether it was the cool kids lunch table or the popular country club, no one is a fan of being excluded. One area where it is starting to happen more and more is for US expats living abroad who are …
What to do when you get kicked out of your US brokerage account Read More »
When it comes to US expats living overseas, there can be an extra layer of complexity involved with the transfer of assets. When someone passes away, it is not always easy for a US citizen or even a non-US citizen living overseas to pass along their assets they own that are located in the US. …
The issue of comparative cost of living in Israel is highly specific to each of us – and depends on many factors such as earnings power, spending habits and so on. Some of the issues are of perception. It is often quoted that Tel Aviv is one of the most expensive cities in the …
How does the cost of living in Israel measure up vs. the US? Read More »
Date: Tuesday, May 30th Time: 7 pm Israel, 12 noon eastern Moving to Israel from the US brings with it a host of estate planning questions. Do I need a will? Where does the will need to be written? What country must Powers of Attorney be held in? Should I set up a trust? How do I set up a …
Estate Planning for US Citizens Living in Israel – All you need to know in 60 minutes Read More »
We have been asked this question many times, especially by US citizens living in Israel who have assets in the US: “Can I use a US power of attorney in Israel?” Some are getting on in years and want to make sure that family members can look after their affairs, when they are no longer …
Can one use a US Power of Attorney in Israel, (and vice versa)? Read More »
As financial advisors to US expats in Israel, we often get questions about how to transfer money internationally. Our guidance may apply to expats or Americans abroad who have relocated to many different countries. But first, we’ve written these blogs about moving to and living in Israel which you may enjoy. Immigrating to Israel A …
What you need to know about transferring money internationally Read More »
People have asked us whether they can keep their US bank accounts and brokerage accounts while living abroad. Getting your accounts closed is a real risk – so here’s what you need to know about brokerage accounts for non-US residents. Let’s divide our response into two separate parts: US citizens living abroad, and; Non-U.S. citizens …
What expats need to know about Brokerage Accounts for non-US residents Read More »
The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily to clamp down on criminal activity, for example drug dealers, tax avoiders and terrorists. Nevertheless, ordinary citizens sometime find themselves impacted for non-compliance regarding reporting of foreign assets. Yes, you can be …
Compliance with reporting of foreign assets: tips for US expats to avoid stress Read More »
In this blog we’ll get into the implications of selling a house in Israel as a US Citizen. What is the possible impact on your finances, taxes, etc.? We’re about to get into that – but first, I’ve written these blogs about moving to and living in Israel which you may enjoy as well: Immigrating …
Contact us today to find out how we can provide guidance. Ask us anything.
NARDIS ADVISORS LLC
A registered Investment Advisor
2023 Nardis Advisors. All rights reserved.
Contact us today to find out how we can provide guidance. Ask us anything.
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2023 Nardis Advisors. All rights reserved.
