Do you help set up tax-efficient charitable giving in Israel and the US?
Yes, we can help with this.
Frequently Asked Questions
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Do you have experience with estate planning for dual citizens?
Yes we do, but work with qualified specialist lawyers.
How do you help minimize capital gains taxes in both jurisdictions?
We employ tax harvesting and tax offset strategies, in each country separately.
Do you coordinate with tax professionals in both countries?
Yes we do. We work closely with each client’s CPA.
Do you manage Required Minimum Distributions (RMDs) from US accounts?
Yes we do.
Do you help with US Social Security benefits for residents of Israel?
We are knowledgeable on this topic and provide strategic Social Security planning – but we do not offer clerical services related to Social Security.
Can you calculate how much I can safely withdraw each year?
Yes – this is a function of tax rates and retirement distribution rules.
Do you recommend keeping money in US retirement accounts or transferring it?
We generally recommend to keep money in US retirement plans until need withdrawals after age 59 1/2.
How do you create a retirement income plan for an individual based in Israel?
We meet with the client and take all sources of income and other key factors into account in devising a plan.
Do you monitor my portfolio regularly?
We monitor each portfolio daily.