Retirement
Estate Planning: What Happens to Your Money after You Die?
Do You Have Complete Control of Your U.S. Retirement Account?
“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
How to Squeeze More Dollars Out of Your Investments
3 Hidden Retirement Risks and How to Avoid Them
What You Need to Know About Premium Bonds
Click here to read the piece “What You Need to Know About Premium Bonds”.
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What Percentage of Your Retirement Portfolio Should Be Bonds
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