What happens to your IRA account when you move overseas?

Should you transfer your American retirement accounts to Israel when you make Aliyah?

Douglas Goldstein,

Tax (illustration)
Tax (illustration)

IRA expert Ed Slott, author of Ed Slott’s 2016 Retirement Decisions Guide, presents options of what you should do with your IRA (Individual Retirement Account) when you move to Israel.

When living and saving for retirement in Israel, Americans need to take taxes, service, and performance into consideration before participating in Israeli saving and investment programs.

Douglas Goldstein, CFP, cross-border financial expert and licensed advisor in Israel and America, details the factors you need to consider when deciding which type of account might be best for you.