Retirement and taxes for US persons in Israel can indeed be a complex endeavor, especially if the retirement assets (e.g. IRA and 401k) are in the US.
This webinar will focus on the key issues in preparing for your retirement, specifically taxation and financial planning. We will also touch briefly on Social Security and inheritance issues.
Date: April 3rd, 2024
Time: 7 PM Israel, 12 PM Eastern time
Speakers:
Binyamin Radomsky, CPA – Partner, Aboulafia and Co
Norman H. Chait, CFA – Managing Principal, Nardis Advisors LLC
Register below or email nchait@nardisadvisors.com and we’ll see you there!
About Binyamin Radomsky, CPA
Binyamin Radomsky is an expert in Israeli and UK taxation for non-residents, new residents and returning residents. He is knowledgeable in the nuances of the Double Tax Treaty between Israel and the UK / USA, the Israeli tax law in respect of overseas income and foreign trusts.
Binyamin assists in ongoing dealings with the various tax authorities, including tax audits and voluntary disclosures. He accompanies and assists individuals in various stages of Aliyah to find ideal tax solutions on a case-by-case basis, based on individual circumstances (e.g. retirees, working for foreign employer, working in Israel etc)
He holds a BSc in Business Mathematics & Statistics from the London School of Economics.
About Norman H. Chait, CFA
Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals and families, especially for US citizens living overseas. He has 29 years of experience in all aspects of the traditional and alternative investment universe.
Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.
Norman moved back t0 Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.
Disclaimer
Nardis Advisors LLC (“Nardis”) is a Registered Investment Advisory Firm regulated by the U.S Securities and Exchange Commission in accordance and compliance with applicable securities laws and regulations. Registration does not imply a certain level of skill or training. Nardis does not render or offer to render personalized investment advice through this medium. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and Nardis.
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