Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
We have a working knowledge of Israeli pension and retirement laws, and we coordinate with licensed Israeli pension consultants for specialized advice. This collaboration ensures that your pension benefits and retirement plans are aligned with local regulations and optimized for your long-term financial security.
We take a holistic approach to aliyah financial planning. This begins with identifying your current assets, income sources, and financial goals before the move. We then develop a customized transition plan that accounts for both Israeli and U.S. regulations, ensuring your investments, cash flow, and taxes are managed seamlessly throughout the relocation process.
Absolutely. All transfers, investments, and accounts are structured in accordance with Bank of Israel regulations. We stay current with evolving rules to ensure every client’s financial plan remains compliant, transparent, and optimized for both jurisdictions.
We guide clients through each step of transferring funds between the U.S. and Israel to ensure the process is efficient, secure, and fully compliant. This includes advising on documentation, ensuring the source of funds is properly declared, and preparing Israeli banks in advance to avoid unnecessary delays or compliance issues.
Yes. We conduct foreign exchange transactions in-house for our clients, but we also maintain working relationships with Israeli banks and can assist in negotiating favorable rates when necessary. In some cases, clients with higher transaction volumes can benefit from preferential exchange terms.
Most U.S. banks have limited capabilities for clients residing overseas due to regulatory restrictions. However, we can recommend specific financial institutions and custodians that are experienced in serving U.S. citizens living abroad and can accommodate cross-border needs such as international transfers and account access.
Exchange rate fluctuations can significantly affect retirees living abroad. We take this into account when creating retirement income plans by modeling different currency scenarios, diversifying income sources, and ensuring sufficient liquidity in both shekels and dollars. This helps stabilize your income despite market or currency changes.
Yes, we can assist in establishing multi-currency investment accounts that allow you to hold both shekels and U.S. dollars. While we are not a bank, our investment platforms are designed to support multiple currencies, offering flexibility for clients with cross-border financial lives.
Yes, we can assist you throughout the process of opening an Israeli bank account. While the requirements and procedures vary by institution, our familiarity with Israeli banking systems allows us to guide you efficiently through documentation, compliance, and setup.
Yes. In fact, we perform currency exchanges for our clients directly as part of our service offering. This often provides better rates and greater convenience than traditional banks or retail exchange providers, especially for clients moving significant amounts between the U.S. and Israel.