Invest Offshore

Month: July 2015

  • Who Controls Your Retirement Funds: You Or The Government?

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    by

    Aaron
    in

    Qualified Money For Retirement Has Strings Attached People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza. “Qualified retirement funds – whether we’re talking about an IRA, 401(k), Contributory or Defined Benefit Pension Plan,…

  • Is Your Financial Advisor Missing Something?

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    by

    Aaron
    in

    6 Missteps by a Financial Advisor That May Be Costing You There are plenty of good folks serving as financial advisors, says Mark Roberts, ChFC, FIC, who has worked in the industry for more than two decades. “Many of my colleagues form pleasant relationships with their clients and seem to really care about the client-advisor…

  • Offshore Succession Planning for American’s

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    by

    Aaron
    in

    Issue: ”Sovereign Trust – new short form trust structures which present a cost effective succession planning tool with which to hold investments” Faults: Sovereign Trust – succession planning tool U.S. Tax System is Hostile to Offshore Trusts The U.S. tax system is generally hostile to foreign trusts if there is a U.S. taxpayer involved. The…

  • Ladies: How Money Wise Are You?

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    by

    Aaron
    in

    Investment Advisor Seeks To Debunk Myths About Women And Money It’s a perplexing situation. Women control half of the wealth in the United States, yet studies have shown that many of them are convinced they are lacking when it comes to understanding finances. Too often, in their eyes they aren’t capable of making prudent investment…

  • Paradise Found! For the Sale of a Capital Asset

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    by

    Aaron
    in

    Paradise Found! – The Use of PPLI Planning in Income Realization Planning in the Sale of a Capital Asset I was at the PPLI conference in Boston a week and a half ago. Usually it is the same group of people saying the same things. However, this year was a little different. I have lived…

  • Expat Stage Left as Americans give up citizenship

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    by

    Aaron
    in

    As the Fourth of July weekend looms and Americans prep their grills and ready their fireworks, some citizens are packing their bags. A recent online poll of more than 2,000 adults by TransferWise, a peer-to-peer money transfer service based in the United Kingdom, revealed that 35 percent of American-born residents and emigrants would consider leaving…

  • Short Selling Shares and Economic Law

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    by

    Aaron
    in

    Extraordinary speculative profits are possible with minor risk if you verify the truth, properly use logic, and keep it private. The establishment will continue to make war and milk the public. If you understand exactly how they are doing this, you can protect yourself and profit far beyond the norm. If you are short selling…