A talk about foreign pensions Philip Stein, Founder and CEO 2018
Maximizing your pensions during your 10 year period Continue to contribute to pension plan Professionally manage your plan’s funds Set up a defined benefit plan (DB)
How are foreign pensions taxed for Olim? During 10 year period After 10 year exemption period US tax calculation
with $40,000 US pension per year Married couple with $40,000 US pension per year Income $40,000 Standard Deduction -$24,000 Taxable income $16,000 Tax paid to Israel $1,920
Roth IRA’s How Roth’s Works How Israel views Roth IRA’s Have your cake and eat it too
Other issues Using annuities How Israel views current pension earnings Foreign pension contributions after 10 year period
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