Moving to Israel

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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Can I Get Social Security Benefits While Living Outside the US?

Social security can be a tricky subject to navigate, especially if one is working and living overseas. So, can a US citizen working abroad still be eligible to earn Social Security credits toward retirement? The answer lies in the US’s totalization agreements with specific countries.  Before we get started, we’ve written these blogs about moving …

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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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Estate Planning Diagnostic Session for US Expats Living in Israel

Estate planning can be a complicated endeavor, especially as a US expat living in Israel. There are three important Israeli documents: Even with these three documents in order, certain challenges may arise in elder care planning involving assets in both Israel and the US. Working with specialized financial and legal professionals who are knowledgeable in …

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US Federal tax filing deadlines extended for Israel residents

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 …

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Estate Planning for US Citizens Living in Israel: Navigating the Complexities for Global Families

We recently hosted a webinar on Estate Planning for the US Citizen living in Israel, with special guest speakers Mirit Hoffman, esq. and Osher Haleli, esq. The webinar shed some light on the complexities for US citizens living in Israel as they navigate the estate planning process across international borders. In this blog post, we …

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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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skyline of Tel-Aviv

5 things every college grad should know before moving to Tel-Aviv

Relocating to sunny Tel-Aviv has become an attractive option for young professionals both of Jewish and non-Jewish faith in the last few years, especially now that Covid has turned a lot of jobs remote. And what isn’t there to love? Gorgeous beaches, great food and a bustling nightlife scene only encapsulates a fraction of what …

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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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Is the Roth 401k all it's cracked up to be for US expats?

Why US Expats should look before they leap into a Roth 401k

The latest version of the SECURE Act, creatively named “SECURE Act 2.0”, brought with it many retirement changes for Americans, each accompanied by advantages and disadvantages. What does it mean, though, for Americans abroad? Should US expats be taking advantage of all the provisions the Act has to offer? Here’s why we’re not sure that …

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