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 $50,000 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 |