Articles
Options for Saving and Investing
Options for Saving and Investing There are many ways to save and invest money in Israel, in the article below we will outline a few of the most popular. Bank Deposits and Bank Savings Plans (תוכניות חסכון) This is the classical way for saving money due to the very low...
Bituach Minhalim made easy
Manager’s Insurance (Bituach Minhalim) One of the confusing retirement products in Israel is the popular Managers Insurance or Bituach Minhalim. This is retirement savings policy that typically includes life insurance and disability insurance. The amounts...
Age adjusted retirement plans
Pension Reform - Age adjusted retirement plans The majority of retirement plan assets across all product categories, pensions, manager’s insurance and provident funds are invested in the general or clali investment option. This typically has a balanced...
2016 Investment Provident Fund
2016's New Savings Vehicle The rate of change in Israel's savings and investment environment almost matches the frequency of elections and the underlying instability of the region. Every 2-3 years new rules and regulations are promulgated and new savings and...
What is Tikun 190 and Why you Should be Interested
Over the past decade the Israeli Government has been encouraging citizens to ensure they have long-term savings for retirements. A classic example would be a doctor who is working in a public hospital who contributed to his pension plan based only on his paltry...
Israel’s “Roth IRA“ Launch – The new Provident Funds for Investment
After nearly a year of logjam in the Knesset committees amidst frenetic lobbying activities by the banks and insurance companies, the new Provident Fund for Investment has been formally launched in Israel. It is somewhat similar to the American Roth IRA in that it...
2016 Rosh Hashana Investor Letter
As this Jewish year comes to a close, we want to thank you for your continued trust in Priority and our abilities to manage your savings and provide financial advice. While we have generated positive returns, the investment climate is challenging and we continue to...
Options for Saving and Investing in Israel
Options for Saving and Investing There are many ways to save and invest money in Israel, in the article below we will outline a few of the most popular. Bank Deposits and Bank Savings Plans (תוכניות חסכון) This is the classical way for saving money due to the very low...