The Dreidel – April 2024 edition
Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the sixth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on custodial account closure issues for US expats in Israel. We have written before about US expats living overseas who are suddenly notified by their financial institution that they will no longer be able to hold their account, or if they keep their account, the only transactions allowed are liquidating ones. Often, the institution...
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The Dreidel  - March 2024 Edition
Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fifth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed focuses on Social Security taxation issues for US expats in Israel. Social Security, for a person retiring in the US, can provide a large part of his or her retirement income and play a large part in their retirement plan.  As a quick refresher, Social Security can be claimed as early as 62 with a reduced benefit, at Full Retirement...
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The Dreidel  - February 2024 Edition
Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fourth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia, and the EU. We reckon about 75-80% of expat money matters are related to the US side of the equation. So, while we may often use Israeli examples, they may be relevant to other countries, too. This month we focus this on two key issues and how to...
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The Dreidel  - January 2024 Edition
Dear fellow practitioners, CPAs, attorneys and other professionals. Happy 2024 - welcome to the third edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia and the EU. We reckon about 75-80% of expat money matters are related to the US side of the equation. So, while we may often use Israeli examples, they may be relevant to other countries, too. This...
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The Dreidel  - December 2023 Edition
Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the second edition of our “Dreidel” newsletter about the planning and investment issues of US citizens living overseas. We will publish a new “spin” every month! We focus this month’s newsletter on year-end tax loss harvesting, with comments once again from my colleague Mike Reed. Tax loss harvesting – a look inside the portfolio Well, it is time to take care of all those year-end items, such as finishing Required Minimum Distributions (RMDs) and doing any tax loss harvesting...
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The Dreidel - November 2023 edition
Dear fellow practitioners, CPAs, attorneys and other professionals. Welcome to the first edition of our "Dreidel" newsletter about planning and investment issues for US expatriates, i.e. US citizens living overseas. We will publish a new "spin" every month! While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia and the EU. We reckon about 75-80% of expat money matters are related to the US side of the equation. So, while we may more often than not use Israeli examples, they may be relevant to other...
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