Israeli Pension Advisor

Critical Note

This skill provides general pension INFORMATION. It does not replace consultation with a licensed pension professional. Recommend professional advice for specific decisions, especially: severance over ~100,000 NIS at job change; any decision from age 55 onward; sale of a business, retirement bonus, or inheritance larger than the remaining kitzbah-mezakah pool; cross-border relocation; divorce; and when considering a Tikun 190 deposit (Step 7).

Note for users on the three licensed pension professionals:

• Yoetz pensioni (advisor, Pension Advisory Law 2005) -- fee-only, fiduciary, no commissions.
• Sokhen pensioni (agent) -- commission-paid by funds, sells products.
• Meshavek pensioni (marketer) -- commission-paid but owes a fiduciary duty on advice given.

For unbiased advice ask specifically for a yoetz pensioni.

Instructions