1. A talk about foreign pensions
Philip Stein, Founder and CEO
2018

2. 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)

3. How are foreign pensions
taxed for Olim?
During 10 year period
After 10 year exemption period
US tax calculation

4. 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

5. Roth IRA’s How Roth’s Works How Israel views Roth IRA’s
Have your cake and eat it too

6. Other issues Using annuities How Israel views current pension earnings
Foreign pension contributions after 10 year period