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IRA Required Minimum Distributions (RMDs): What You Need to Know
IRA Required Minimum Distributions (RMDs): What You Need to Know If you own an Individual Retirement Account (IRA), you may have annual tax...
Executive Order 14247: What U.S. Citizens in Israel and Overseas Need to Know About IRS Refunds
Over the past year, we’ve been getting the same question again and again from U.S. citizens living in Israel and other countries:“How are we...
Trump Accounts Part 2 – Should You Add Family Funds to Your Dual-Citizen Child’s Trump Account?
Should You Add Family Funds to Your Dual-Citizen Child’s Trump Account?Short answer: usually not. For U.S.–Israeli families, the Trump Account looks...
Trump Accounts Part 1: A New Tax-Advantaged Savings Account for Children – How to Obtain the $1000 Seed Deposit
A new U.S. savings vehicle for children — informally known as the “Trump Account” — is beginning to attract attention among American families...
Why “I don’t live in the U.S. anymore” does not always end your state tax obligations
If you’re a U.S. citizen living in Israel, making Aliyah mid-year, or juggling homes across multiple states, state tax compliance can be quite...
If Everything is a PFIC, What Can I Actually Invest in?
In our earlier article, “PFICs: A Practical Guide for the Perplexed,” we explained what Passive Foreign Investment Companies are, why they catch so...