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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
In the spirit of Purim, we’re taking a deeper dive into an often overlooked but essential aspect of financial planning—giving. In this guide, we’ll explore how to maximize the impact of your donations, practical tips for optimizing tax benefits, and a clear breakdown of Israel’s new tax credit system for charitable contributions. Making a bigger … Read more
Israel just made it a lot easier for an individual to start building a small business. The “עוסק זעיר” (“Osek Za’ir” / micro-business) reform aims to simplify the tax reporting process for those ready to take the first steps in building their dream business or earn an extra shekel or two on the side. In … Read more
The best financial planning starts with the best tools. So we spent years creating calculators that answer our clients’ and students’ burning questions. Life is dynamic. PDF reports just don’t cut it any more. Instead, it is extremely empowering to know that you can update your own financial plan by changing some inputs in a … Read more
You probably have heard by now, dual US-Israeli citizenship can bring a lot of tax headaches to the table. For “mixed couples” – where one spouse is a US citizen while the other isn’t – it can be even more complicated. The goal of this guide to present some of the important aspects of financial … Read more
Want to pay less taxes? We have yet to meet someone who doesn’t! This guide will outline some of the key ways you can reduce the amount of Israeli taxes you pay. As always, nothing here should be thought of as personal tax, legal, or investment advice. The goal of this article is to give … Read more
In 2007, Israel expanded the tax benefits for new immigrants to Israel. New Olim (and qualifying returning residents) are entitled to a very significant tax benefit when they move to Israel – an exemption for ten years on reporting and paying taxes on all non-Israeli sourced income. The practical ramifications of this law confuses many … Read more
Navigating multiple financial systems effectively has always been a challenge to contend with for those of us who move to Israel. The good news is that innovation and competition are leading to simpler and more cost-effective solutions to some of the common money-management obstacles many of us Olim face. Advancements in financial technology are making … Read more
Remote work is no longer a fringe concept. Companies around the world are increasingly open to employees working digitally from home, and some—especially those focused on retaining top talent—are even willing to allow employees to work from another country. This creates a real opportunity for Olim and prospective Olim who want to keep an existing … Read more
Many Americans living in Israel want a better understanding of the investment options available to them beyond employer-sponsored retirement and pension plans. Confusion around this topic is compounded by the PFIC issue—discussed in more detail below—which makes many Israeli investment and savings vehicles poor choices for Americans. This article focuses specifically on the relatively limited … Read more