US citizens are required to submit tax returns and sometimes even pay taxes to the IRS on all their income (including income from pensions and compensation).

Advising American citizens regarding retirement requires familiarity with US tax regulations, otherwise a retiree may receive a tax exemption in Israel yet end up needing to pay tax to the IRS.

The IRS does not recognize tax exemption on pitzuyim, withdrawals from a keren hishtalmut (advanced study fund), withdrawals from equity rewards, the sale of a home!

Therefore, before offering US citizens guidance on these issues it is vital to understand the US tax implications of any steps taken.

Our knowledge and experience in US taxation allows us to give precise retirement advice to US citizens, taking into account the tax ramifications in the US.

As part of retirement planning for US citizens we offer consultations that include advice from a CPA and the preparation of anticipated US tax returns in order to optimize the retirement plan and ensure you won’t pay any unnecessary tax.

Consultations are available in English or Hebrew