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Everyone loves a good rule of thumb. It makes it so easy to compare your situation to a clear benchmark. The goal of this guide is to help you understand and apply some of the most common financial rules of thumb—and to see how they may differ for those of us living in Israel. Important: … Read more
A Roth IRA is an incredible US retirement account that lets you invest every year and watch your money grow — completely tax-free — for life. It’s easy to manage, can be opened with little to no fees, and offers powerful long-term benefits. But what happens if you make Aliyah? Will Israel agree that it … Read more
This article is for educational purposes only and should not be viewed as specific tax, investment, or legal advice. Did you work in the US before making Aliyah? The goal of this guide is to provide you with a game plan for evaluating and optimizing your US retirement accounts. After Aliyah, it is easy to … Read more
Welcome to your one-stop shop for everything you need to know about Keren Hishtalmut. Keren Hishtalmut (KH) is a great tax-free investment account, available to many employees (at the employer’s discretion) and to all self-employed individuals. Contribute the maximum you can to it (though read on for self-employed US citizens). Optimize your fees, think carefully … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. For a long time, savers had very little to be excited about. While inflation pressures and changing interest-rate environments have created challenges across many parts of our financial lives—investments, pensions, and day-to-day … Read more