Premium IRA Account

Wise Money Israel offers fully managed, Premium investment accounts for United States Individual Retirement Accounts (IRA).

Premium IRA accounts are available for U.S. citizens and U.S. resident aliens who initially invest $75,000 or more, with no limit to the level of funds that can be invested.

Clients may rollover their IRA (Traditional, Inherited, Roth)/401(k)/SEP/SIMPLE IRA/457(b)/403(B) into an IRA account using IRS-compliance IRA custodian broker-dealer Interactive Brokers. With this tax-deferred account, Wise Money Israel LLC will manage your retirement investment account in the Israeli market in Israeli currency while still enjoying the tax deferral a U.S. retirement account.

As a premium client, your account would include the following services:

Opening Account
Account Funding Assistance
Email Support
Currency Conversion
Portfolio Creation
Detailed Portfolio Reporting (quarterly)
RMD assistance
Additional funds allocation
Ongoing Investment Management
Portfolio Securities Purchasing and Selling
Annual management fees Based on account balance

Self-Managed IRA Account

Wise Money Israel offers self-managed IRA investment accounts with Israel's leading brokerage firms.

Self-Managed IRA accounts are available for individuals (currently from the U.S. only) who can initially invest $5,000 USD or more, with no limit to the level of funds that can be invested.

Clients can rollover their IRA/401k/457/303b into a self-directed IRA using Advanta IRA Services who are our U.S. IRA partners and IRS-compliant IRA custodian firm. With Advanta, Wise Money Israel (WMI) will open an Israeli investment account so that the client's funds can be invested in the Israeli market in Israeli currency (stocks, bonds, ETFs, mutual funds), while still enjoying the tax deferral a U.S. retirement account enjoys. See the Advanta Self-Directed IRA Guide for full information and fee structure. Once a client reaches an account balance of $100,000 USD (or equivalent) their account can become a Premium managed account.

The investment account is held via  an Israeli brokerage (Tel Aviv Stock Exchange member firm), however Wise Money Israel is not a party on your account, and therefore we do not charge ongoing fees to your account besides the initial account fee. You can optionally receive additional services from us on an retainer basis. This is suitable for clients without Israeli investing experience, but have less than $100,000 to invest initially. Clients have access to their accounts at all times via the brokerage's online trading portal.

  Bronze Silver Gold
Level of Investment $5,000-100,000 $5,000-100,000 $5,000-100,000
Opening Account
ID Certification Assistance
Account wiring Assistance
Email Support
Currency Conversion
Portfolio Creation
Initial Portfolio Securities Purchasing
Detailed Portfolio Reporting (quarterly)
Tax Report Preparation
WMI One-time Fee $125 $295 $365
Brokerage Fees View View View
  Bronze Silver Gold
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