Retirement
What Happens to Your IRA Account When You Make Aliya?
Retirement Planning Book
Great News If You Take Distributions from Your IRA
Many of my clients have Individual Retirement Accounts (IRAs) in America. These special accounts allow them to invest in stock, bonds, ETFs (exchange traded funds), bank deposits (CD’s), and more, and not have to pay U.S. tax on the earnings.
When do I pay U.S. tax on my IRA?
When people withdraw money from a regular IRA,… Read more
New IRA Regulations: How Will They Affect You?
If you’re an American who moved to Israel and left your Individual Retirement Account (IRA) in America, get ready for important changes, some of which could help you out.
If having an address in Israel is creating a problem with your IRA, please contact Sandy in my office (sandy@profile-financial.com) to see what easy solutions are available to you. … Read more
Don’t Make These 4 Mistakes When Planning Your Retirement
Click here to read the piece “Don’t Make These 4 Mistakes When Planning Your Retirement”…. Read more
What is the Best Way to Reduce Risk in Your Portfolio
Do This Now So You Can Afford Your Retirement
3 Steps to Stop Your Retirement Nest Egg from Breaking
A retired couple met me in my Jerusalem office and within minutes of sitting down, it was clear that they each had drastically different views about how to handle their retirement nest egg. The husband wanted to invest heavily in the stock market and the wife wanted more conservative investments to protect their nest egg from breaking…. Read more
How To Squeeze More Dollars Out Of Your Investments
A recent widow in her seventies came into my office in Jerusalem for an initial meeting on how to increase her investment income. She said that the $25,000 per year from her portfolio and pensions was simply not enough income to maintain her lifestyle.
The pension stopped – Oy!
Her husband’s pensions stopped when he died,… Read more