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Tax compliance, retirement accounts, and investment strategies for Americans in Israel. Navigate FATCA, protect your 401(k), and make the most of the 10-year tax exemption.
FATCA & FBAR Requirements
Understand your US reporting obligations after aliyah, including FBAR thresholds and FATCA filing.
The PFIC Problem
Why investing in Israeli mutual funds can trigger punitive US tax treatment, and what alternatives exist.
401(k) & IRA: What NOT to Transfer
Why transferring US retirement accounts to Israel is almost always a costly mistake.
US Social Security from Israel
How to claim and optimize your US Social Security benefits while living in Israel.
10-Year Tax Exemption
The cornerstone benefit for new olim: full exemption on foreign income and reporting for 10 years.
Filing Your First Israeli Tax Return
Step-by-step guide to filing your first Doch Shenati, including finding a bilingual CPA.
Learning Path
Israeli Taxes for Olim
Navigate the tax system, exemptions, and dual filing obligations for US citizens.
Learning Path
Building Wealth in Israel
Pension, Keren Hishtalmut, investments, and long-term planning for Americans.
Learning Path
Pre-Aliyah Financial Planning
What to do before you move: accounts, transfers, timing, and documents.