“They’re closing down the pension plan I had in America,” a new client told me. “They say that if I don’t do all of these complicated steps, the account will be subject to a huge tax bill!” He really needed to get complete control of his U.S. retirement account, but he didn’t know the rules. … Read more
Click here to read the piece “What You Need to Know About Premium Bonds”.
… Read more
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
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
Click here to read the piece “Don’t Make These 4 Mistakes When Planning Your Retirement”…. Read more
