Norman Chait

Estate planning for US citizens living in Israel can be a complex endeavor, especially for persons who made Aliyah as adults, and who have significant assets still in the US, including property and trusts.

In this webinar with Social Security expert Tom Clark, we will cover the most pressing questions that a US expat would have about Social Security, such as: Date: Tuesday, May 28th Time: 7 PM Israel, 12 PM Eastern time Speakers: Tom Clark, Social Security speaker and consultant Norman H. Chait, CFA – Managing Principal, Nardis

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

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

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

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

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

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

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

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