Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim

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Doug Goldstein February 22, 2024

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Doug delves into the topic of retirement planning and financial considerations for Americans moving to Israel. He shares insights on the practical aspects of living in Israel and the financial implications of the move.

Retirement is often depicted as a time of relaxation, but as Doug reveals, many retirees find themselves busier than ever, having the time of their lives. For those contemplating a move to Israel, it’s essential to have a well-thought-out plan, especially in terms of financial preparedness. To do this, it’s crucial to seek professional guidance to help you navigate the complexities of cross-border financial matters and estate planning.

What should you do now?

1. If you have questions about financial planning and moving to Israel, reach out to a financial professional with expertise in cross-border financial matters.

2. Sign up for both the Goldstein on Gelt and the Profile Investments email lists to receive valuable insights and updates on retirement planning, financial considerations, and cross-border financial matters.

By taking these two steps, you can better equip yourself with the knowledge and guidance needed to navigate the financial aspects of moving to Israel and ensure a secure and well-planned retirement.

Correction: In this episode, Doug said that you get a 10 year tax holiday in America after making Aliya, when the tax holiday is in Israel

Watch Moving to Israel in Retirement: Financial Planning, Taxes, Tips, and Cultural Connection on YouTube.

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