Aliya and Retirement: Smart Moves for Your U.S. Accounts

Managing U.S. accounts from Israel doesn’t have to feel like a juggling act. Between time zones, tax forms, and account restrictions, the move can get overwhelming fast—but the good news is, with the right setup, you can turn financial chaos into clarity. Discover how to streamline your retirement accounts, avoid costly surprises, and create a system that actually works for life in Israel.

Think of it as unpacking your financial “suitcase” and finally putting everything in the right place. With a little planning, your U.S. brokerage and IRA accounts can stay just as organized—and effective—as your new life abroad.

Key takeaways:

• Simplify your U.S. accounts so you can manage them stress-free from Israel
• Tackle time zone hurdles, compliance issues, and cross-border taxes before they trip you up
• Keep retirement goals on track with regular reviews and a coordinated plan

If you’re ready to get your cross-border finances in order, sign up for a free Cross-Border Financial Evaluation at profile-financial.com/call.