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
Israel estate planning for US expats: Attend the Webinar!
WEBINAR DETAILS Date: Wednesday, September 20th, 2023 Time: 7 pm Israel, 12 noon eastern Israel estate planning for US expats can be complicated – but
7 Expat Mistakes you’ll wish you didn’t make!
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
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
Taxation of US Expats Relocating to Israel
Preparing for your up and coming move to Israel? Don’t forget about your taxes! In this blog, we’ll cover the basics of taxation of US
What to do when you get kicked out of your US brokerage account
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
How do I pass assets overseas?
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
How does the cost of living in Israel measure up vs. 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
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.
Can one use a US Power of Attorney in Israel, (and vice versa)?
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
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
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
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
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
Everything you need about Medicare for expats!
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
Selling a house in Israel as a US citizen
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
A guide to investing abroad (where and without excess taxes) for US expats
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
Living in Israel as an American immigrant
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,
What the strengthening dollar vs shekel means for US expats in 2022
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
US expats investing in an IRA: important tips to know!
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
Social Security for Expats
US Social Security for expats – do you qualify? Americans living outside the United States have asked whether they are eligible to receive social security
Living as an expat in Israel
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
Should Americans abroad own non-US domiciled funds?
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
Year-end financial planning for US citizens living abroad
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
Five key expat investing points you may want to know!
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
5 tips for US expats Retiring in Israel
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
Immigrating to Israel: expat finance tips & more!
Immigrating to Israel is a transition that encompasses many touch points – financial, psychological, cultural, lifestyle, etc. Here are some thoughts for those of you
Traveling to Israel during COVID-19
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
5 things I like about being a financial advisor for expats
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
Moving to Israel: relocation checklist
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
