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 overseas 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 …
Here are some thoughts about investing abroad for US expats, Americans living abroad, and others who may be moving overseas. This guide may teach you what kinds of accounts you can use, based upon where you live, and your citizenship. Pay careful attention because knowing this information may help you reduce unwanted taxes. Before we …
A guide to investing abroad (where and without excess taxes) for US expats Read More »
I am a US citizen, who runs a US-based investment advisory boutique, and who now lives in Israel. Rather than write a more financially-oriented piece, I’d like to share my personal experience on living in Israel as an American. The goal here is not to encourage you to pack your bags and immigrate tomorrow, but …
The current market and economic focus has been on higher interest rates, higher inflation and the sell-off in stock and bonds. One thing that has been overlooked is the stronger dollar vs shekel, what it means for those who hold Israeli shekels, many of whom are expats or Americans living abroad. Before we get started, …
What the strengthening dollar vs shekel means for US expats in 2022 Read More »
For Americans living abroad, saving for retirement has an added level of complexity. This blog discusses a few concepts that are useful to know about how US expats should use IRAs to fund their retirement strategies. Before we get started, we are financial advisors serving US expats, with a focus on Israel. We’ve written these …
US expats investing in an IRA: important tips to know! Read More »
US Social Security for expats – do you qualify? Americans living outside the United States have asked whether they are eligible to receive social security benefits. US Social Security for expats is a complex subject, so let us focus on some key general principles to assist you in considering how to maximize your benefits. Before …
What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in helping resolve the financial issues faced by US expats. Before we get started discussing our case studies on US expat financial …
How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats Read More »
This expat case study talks about how a tax issue was resolved for two Americans living in the UK. Before we get started, we are financial advisors serving US expats, with a focus on Israel. We’ve written these blogs on expat finance that you may wish to read: Expat investing tips A guide to retiring …
How Nardis Advisors Guides Americans Living in the UK to be Tax Wise Read More »
The financial implications of expat divorce can be far reaching. In this case study, we discuss the steps taken to resolve the financial complexities faced by a divorcing US expat couple in Israel. We’ll talk about what expat divorce is, the challenges faced, and how these issues were resolved. Before we get started, we have …
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.
Contact us today to find out how we can provide guidance. Ask us anything.
T: +1 (914) 997 0403
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2022 Nardis Advisors. All rights reserved.
