What Happens to Your IRA Account When You Make Aliya? What happens to your IRA account when you make aliya? Should you transfer it to Israel, or is there a better way to manage your investments?

What Happens to Your IRA Account When You Make Aliya? What happens to your IRA account when you make aliya? Should you transfer it to Israel, or is there a better way to manage your investments?

What Happens to Your IRA Account When You Make Aliya?

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.

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What Happens to Your IRA Account When You Make Aliya?

What Happens to Your IRA Account When You Make Aliya?