Do you handle required minimum distributions (RMDs) for U.S. accounts?

How do you create retirement plans for Americans living in Israel?

We build customized retirement strategies that integrate both U.S. and Israeli financial systems. This includes managing income from Social Security, pensions, and retirement accounts while coordinating with Israeli banking, taxation, and healthcare considerations. Our goal is to create a smooth, sustainable income stream that supports your lifestyle throughout retirement.

Can you advise on inheritance laws in Israel?

We are familiar with the fundamentals of Israeli inheritance law and how it interacts with U.S. estate documents. While we are not attorneys, we collaborate with Israeli legal professionals to ensure your estate plan respects both jurisdictions’ legal and cultural requirements.

How does social security in the country I live in now work in conjunction with USA social security?

Generally, if you are eligible for foreign pension plans, then your US social security benefits may be reduced up to 50%. However, this is not always so. For example, if one receives money from Israel National Insurance, then this does not impact the level of your US Social Security benefit. For further information read my article on Linkedin.

Do you handle required minimum distributions (RMDs) for U.S. accounts?

Navigate

Subscribe to Our Newsletter