Goldstein on Gelt: Financial Survival for New Olim: The Cross-Border Strategy

Aliya is an adventure, and your finances should be ready for the ride! But too many new olim arrive in Israel only to find their U.S. brokerage and IRA accounts limited or even shut down. The key is preparation—making sure your money stays accessible, your investments remain on track, and your financial future is secure.

Learn what steps you need to take before and after the move, how to keep your accounts running smoothly, and why working with a cross-border financial expert can make all the difference.

Key Takeaways:

• Avoid U.S. brokerage account closures by working with an advisor who understands cross-border finance.
• Keep an emergency fund ready so unexpected expenses don’t derail your aliya experience.
• Adjust your investment strategy to match your new life abroad—because your financial goals just got a whole new landscape!

The information provided here is intended for educational purposes only and is not to be considered legal, tax, or investment advice. Securities offered through Portfolio Resources Group, Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not those of Portfolio Resources Group, Inc. or its affiliates.