The Dreidel

Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the fifteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about all about the repeal of the Windfall Elimination Provision (WEP), and how it that could benefit retirees. Late last year, Congress passed […]

Dear fellow practitioners, CPAs, attorneys, and other professionals, Happy New Year! Welcome to the fourteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about updates on the annual contribution limits for retirement and savings accounts. Below are the updated limits for 2025 for

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the thirteenth (Bar Mitzvah) edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about retirement accounts and the associated tax and distribution rules. It’s that time of year again for an update to the

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the twelfth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month, Mike Reed talks about how to help your US expat clients make Medicare decisions. It is that time of year again, when Americans aged 65 or

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the eleventh edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed talks about portfolio moves you may want to make in the wake of the market run up. Over the last few years there has

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the tenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed talks about the impact of rising rates on your clients’ investment portfolios. Over the last few years, the rise in interest rates in the

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the ninth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed talks about keeping up with the proper beneficiary designations. Beneficiaries – they are an important part of financial accounts that can often be overlooked

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the eighth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on the Social Security Windfall Elimination Provision, or WEP. WEP is something that we are asked about often by people who are eligible

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the seventh edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on Required Minimum Distributions. Before the first Cares Act was passed in 2020 the rules for RMDs (Required Minimum Distributions) on inherited IRAs

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the sixth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on custodial account closure issues for US expats in Israel. We have written before about US expats living overseas who are suddenly notified

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fifth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on Social Security taxation issues for US expats in Israel. Social Security, for a person retiring in the US, can provide a large

Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fourth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia, and the EU. We reckon about 75-80% of

Dear fellow practitioners, CPAs, attorneys and other professionals. Happy 2024 – welcome to the third edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK,

Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the second edition of our “Dreidel” newsletter about the planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! We focus this month’s newsletter on year-end tax loss harvesting, with comments once again from my colleague Mike Reed.

Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the first edition of our “Dreidel” newsletter about planning and investment issues for US expatriates, i.e. US citizens living overseas. We will publish a new “spin” every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK,