General Questions (FAQ)

Moving to Israel can be one of the most challenging periods of one’s life, especially for an Anglo from a Western culture. Aging in general is complex enough but learning to navigate senior citizenship in a new culture can be very discouraging.

We are committed to helping seniors have a smooth and enjoyable Aliyah experience and learn as much as possible to be able to more comfortably navigate their senior citizenship in Israel.

Download our two free empowering E-books, A Guide to Your Golden Years in Israel and Aging With Dignity. With good planning and guidance, you can enjoy the years in your homeland with dignity and peace of mind.

Here we’ve answered some Frequently Asked Questions to help you begin gathering the information you’ll need to make an informed decision about your future.

Please don’t hesitate to  contact us if you have any questions or would like to arrange for a complimentary case evaluation for a will or estate plan.

If you make Aliyah before the age of 60 for women and 62 for men, you are entitled to a reduced sum from the Israeli Social Security or Betuach Leumi. If you arrive in Israel after 62 you are not entitled to these payments however there may be a payment if you are impoverished although it is not age related.

See video explanation here.

We are often asked if Aliyah is advisable to those seniors who don’t speak Hebrew. Yes, you should make Aliyah! There are many Anglo communities in Israel: Raanana, Beit Shemesh, Modi’in and a number of areas in Jerusalem, to name a few. And with Universal Health Care and free Hebrew Language classes called Ulpan, you have the makings of a secure and enjoyable retirement. Our people have dreamed of living in Israel for thousands of years and you can fulfill that dream!

See video explanation here.

When people dream of retiring to Israel one of the questions I hear most often is regarding Israel’s Universal Health Insurance. Yes, it covers the basics (even if you have pre-existing conditions) but it doesn’t cover everything. There are two ways to supplement your healthcare coverage. 1) You can expand the basic services in your chosen provider (there are 4 to choose from) for an additional monthly fee. 2) You can purchase private insurance which is generally much cheaper than private insurance in the U.S. It’s important to understand the cost and details of healthcare so you can plan your new life in Israel.

See video explanation here.

Fortunately, it is possible to collect US social security and pension benefits after making Aliyah. Israel and The United States have a tax treaty which means you will never be taxed on your social security payments. Israel has granted a tax hiatus on foreign income earned during the first ten years after Aliyah so your pension benefits are tax free until the ten-year period is over. After that, plan on being taxed according to US rates with some possible exemptions.

See video explanation here.

Household Monthly Income and Expense Sheet (xcell sheet)

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