• Managing U.S. Pension and IRA Plans from Israel

  • May 2 2024
  • Length: 11 mins
  • Podcast
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Managing U.S. Pension and IRA Plans from Israel

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  • Summary

  • Managing U.S. pension plans and IRAs from abroad can be challenging. Difficulties with pension companies and tax consequences can be tough.

    Discover the pros and cons of moving your pension plan into a U.S.-based IRA account, and how to effectively manage your portfolio.

    Here are some key takeaways:

    1. Evaluate your pension plan and consider the option of moving funds to an IRA with the help of an expert
    2. Research and find a suitable IRA account provider that caters to expatriates, offering reasonable fees and access to various investments
    3. Initiate the transfer of funds and work with a financial advisor to optimize the tax benefits and diversify the portfolio effectively

    Maximize your retirement savings, by making sure you have a well-built financial plan!
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Economics Personal Finance
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