Moving to Israel

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 […]

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

This blog will cover the basics about Medicare for expats. This is useful for expats leaving the US and looking to live abroad. Enrolling in Medicare from abroad can be a challenge, a decision that creates many questions regarding the proper coverage and plan type. How do you know where to start? For the purposes

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

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 more recent 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. But first,

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 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

Many times I am asked about the experience people tend to have living as an expat in Israel. This blog is about my observations and experiences both as a two-time immigrant to Israel, and also in listening to and learning from the experiences of others. Before we get started, I’ve written these blogs about moving

Welcome to 2022. We believe this is going to be a year where many different geopolitical, economic, market and health outcomes are possible. That makes it a good time to assess the various risk factors that affect us all, including the question of whether Americans abroad should own funds that are not domiciled in the US. We’ll

Here are some  things to consider regarding financial planning for year end for US citizens living abroad.  2021 ending on an unsettling note As we end 2021, we are beset with many challenges; first and foremost, one’s health and well-being. The new Omicron variant has created much uncertainty. At the time of writing, my impression

As a US citizen living outside the US, one has to take US and local tax and reporting consequences into account when planning your investment strategy, and what type of investment vehicles to focus on. Here are five key points about expat investing that you may want to be aware of. Before we begin, please

Retiring in Israel brings with it a host of questions. In this blog we will discuss the major concepts you may need to become familiar with if you are a US expat looking to retire in Israel. But first, make sure you download our checklist of what to know if you are relocating to Israel.  https://www.youtube.com/watch?v=-RqHE89TJZc

Immigrating to Israel is a transition that encompasses many touch points – financial, psychological, cultural, lifestyle, etc.  Here are some thoughts for those of you who intend to make Aliyah (immigrate to Israel), or those of you who are Israeli-born US expat citizens who plan to move back to Israel (Toshavim Hozrim). Before we get started, if you

I recently returned to Israel after a three week trip to New York City. This note is meant to assist you in making the return process as smooth as possible. If you are going to be traveling to Israel during COVID-19, here are some things to keep in mind. Before I get into the blog, please

Being a financial advisor for expats is a challenging, exciting and rewarding profession. Here are five reasons why.  Five reasons being an expat financial advisor is great! #1 The opportunity to deal with complex situations It seems like being a financial advisor for expats, every day there is something new. Here are a few examples

I have been talking to potential and current clients who are in the process of moving to Israel, and most are overwhelmed by the number of things that need to be done. Here is a partial and non-exclusive relocation checklist. Relocation checklist for moving to Israel There are several items to address before moving to

Here are six important investment tips for US persons moving overseas and changing their domicile to a foreign county. Here at Nardis, much of our focus is on Israel and the UK, but most of the principles listed below are relevant wherever you decide to move to. #1 Watch for double taxation The US taxes

In this blog we are going to summarize the key relocation tips for US expats who are moving to Israel should be aware of. We have summarized these ideas in the video below. If you are a US expat moving to Israel and would like more expat financial tips, please join the Nardis Advisors email