PSA: People, Stories, and Accounting

PSA: People, Stories, and Accounting


Episode 5: Navigating Financial Decisions for New Olim

August 11, 2025

Last Updated 5 days ago

In this episode, Yaacov Jacob and Philip Stein discuss the financial considerations for individuals making Aliyah to Israel. They cover essential topics such as how much money to bring, the implications of the 10-year tax holiday, filing the FBAR, and the complexities of investing in passive foreign investment companies (PFICs). The conversation also highlights the advantages of investing in Israel versus the US, and offers practical advice for new immigrants navigating their financial futures in a new country.

The post Episode 5: Navigating Financial Decisions for New Olim appeared first on Philip Stein & Associates.