Photo Credit: courtesy
Doug Goldstein

Why is retirement in Israel is different than retirement in America, or anywhere else on the globe?

It’s because retirement plans need to be specific to individuals.

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Your retirement plan should reflect your individual goals and the current size of your nest egg.

If you’re an American living in Israel and having a difficult time working with an American firm, it may be time to switch to an Israeli company that can help you keep your dollar assets and retirement accounts in an American brokerage firm.

Retirement in Israel doesn’t mean you have to give up the benefits of an IRA account. It just means you need the advice of a CFP (Certified Financial Planner) who understands cross-border investing and your individual situation.

In order to create a long-term financial plan you need to find a balance between growth and risk.

The toolkit, “Opening U.S. Brokerage Accounts from Overseas,” a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially.

Rethink your retirement:

Download the free resource, “What Every American Who Retires in Israel Should Know”. The resource is a summary of retirement in Israel. Have you recently moved to Israel from the United States? Transform your future. Download the free resource and rethink your retirement.

The toolkit, “Opening U.S. Brokerage Accounts from Overseas,” a financial guide on brokerage accounts for U.S. investors living in Israel might also help make a difference financially.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources, go to https://goldsteinongelt.com/radio-show

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com