402b Benefits for Asset Protection

Benefits of a Regulated Asset Protection Structure (RAPS)

• Recapture pre-tax contributions and tax deferred accumulations
• Recapture foreign financial account privacy and secrecy
• When there is a legal basis there are no limits to contribution amounts
• Liquidity at all times.
• Overcome regulatory barriers to provide your champions capital shares
• Reduce employee social service costs by 1/3rd to 1/2
• Obtain a legal basis for a tax deferral structure not connected to U.S.A.
• Pension law has never changed retrospectively
• Tax law is subordinate to pension law
• Pre-Authorization to sign a W8 BEN-E means freedom to deal
• Be where narrow focus investing is ”OK”
• Obtain tax deferral for a company dealing in capital overseas
• Exempt investments from foreign country tax exposure
• Estate plan for accumulations, succession and perpetuities
• 402(b) accounting defines capital gains and income quite separately
• Control amount of current year tax payable
• Shifting a domestic investment to overseas custodian for asset protection
• Obtain a foreign financial account without US person restraints,
  restrictions, blockage or FATCA reporting
• Obtain your investments from a tax free environment
  Foreign regulated, O.E.C.D. registered and IRS and International
  Organization of Pension Supervisors recognized retirement plan
• Expand wealth manager selection globally to include those not available
  to U.S. persons
• Use separate jurisdictions for the components of your overseas investment
  account for safety and security
• Choose your own financial team from any jurisdiction including the USA
• Reduce financing costs
• Increase net worth without wealth tax
• Invest pre-tax deferred compensation back into your own company stock
• Access 100% of the world’s registered securities and funds as a non-U.S.
  person and Institutional Investor
• Hold investment gains offshore without PFIC or UBTI issues
• Use an IRA to invest from a foreign financial account as a non-U.S. Person
• Be protected at an intergovernmental level recognized by the Treasury
  and the Internal Revenue Service
• Obtain a FATCA Identification number with no need for a ”GIIN” number
• Eliminate the 3rd party risk of your bank, brokerage, and trading account
• Hold investments that include a loan or mortgage without UBIT issues
• Take money out of business to avoid becoming a PFIC
• Exempt from IRS Form 3520/3520a
• IRS Form 8957 Foreign Financial Institution Secrecy & Privacy Rules apply