Norman Chait

Everything a US expat needs to know about Social Security – and isn’t afraid to ask!

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 […]

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Retiring in Israel for US Citizens – Taxation and Planning Issues

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

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Expat 401k catch up contributions: not all they’re cracked up to be!

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

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Many people in Israel are curious about US power of attorney and if it works overseas.

Estate Planning for US Citizens Living in Israel  – All you need to know in 60 minutes

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

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Many expats choose to move money internationally.

What you need to know about transferring money internationally

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

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In this article we discuss Brokerage accounts for non us residents and how to avoid getting locked out!

What expats need to know about Brokerage Accounts for non-US residents

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

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The reporting of foreign assets doesn't have to be a headache!

Compliance with reporting of foreign assets: tips for US expats to avoid stress

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

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