How do you plan for financial needs before, during, and after Aliyah?

We work with the client in order to identify their assets, their key financial goals and then build a customized investment plan. It is very important to plan ahead.

Do you help avoid double taxation?

The US-Israel tax treaty generally does a good job of avoiding double taxation. While we understand the basic provisions, we recommend speaking to a qualified CPA.

Can you guide me on transferring my US retirement accounts to Israel?

Yes, but we generally do not recommend doing so. You cannot transfer a US retirement account to an Israeli retirement account. Each is a separate entity to which you may contribute and then take (primarily taxable) distributions. There may also be penalties if you take money out of US retirement accounts before age 59.5. Therefore, we believe it makes sense to keep your US retirement assets in consolidated US Individual Retirement Accounts until retirement age (and often thereafter too).

Can you assist with investment accounts that are compliant in both countries?

Yes, we design investment accounts in the US also for non-US citizens resident outside the United States, that aim to minimize exposure to US estate tax. For US citizens investing in Israel, we make sure that the portfolios are invested in a manner that avoid US PFIC taxes.

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How do you plan for financial needs before, during, and after Aliyah?

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