Global Capital. Clear Intelligence.
Aaron Overview of Part 1 The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of Delaware. Over the course of years since its adoption into law, much discussion has … Read more
What You Can Do About It! This is Your Invitation to the World of Regulated and Registered Investment Opportunities-USA and Offshore! Your Retirement assets are yours but you DO NOT have Global Choice to All Securities with an ISIN (number)? Do you know why you are not able to search for the best investments both … Read more
Part 1: Using Tax-Advantaged Investment Solutions While Living Overseas Overview According to the American Citizens Abroad, there are five-seven million American citizens living outside of the United States on a fulltime basis. I for one am green with envy. I grew up in the Panama Canal Zone and know “first hand” that it can … Read more
Sure a USA person can set up an IRA LLC, or a USA person can set up and LLC Offshore, and a USA person can open an Offshore Trust. The fact is that the companies that sell these products are creating them for USA customers about the same record pace they were pre-FACTA. Brilliant Internet … Read more
With the rising economic power, China has been gradually undergoing slow but steady financial modernization. The economic success of Hong Kong is the indicator to it. The territory has established itself as strong financial sector in the last two decades. Hong Kong yearly incomes have been one of the highest levels in the world. The … Read more
Invest Offshore with Gold in Canada Canada as an offshore tax haven? For sure, as long as you’re not a Canadian resident or citizens. Recently a leading Canadian newspaper published the article: A Canadian’s best tax haven? The U.S. The U.S. Is a Good Tax Haven for Canadians The U.S. meets virtually all of the … Read more
Why We Recommend a Luxembourg Regulator For Investor Protection The banking crisis in 2008 undermined the financial strength of institutions such as banks and insurance companies, and people are now once again concerned about the safety of their savings. The only certain way for investors to achieve security from institutional failure is through a state … Read more
Offshore Voluntary Disclosure Program (OVDP) and FACTA Many dual nationals, meaning those U.S. taxpayers who retain citizenship in another country as well as having U.S. permanent residence (Green Card) status or U.S. citizenship, may be considering surrendering their U.S. status and expatriating as opposed going through the Offshore Voluntary Disclosure process. The reason often offered … Read more
World markets are shaky, intangible and fickle beasts on the best of days. When the worst happens (i.e. economic crisis, government coup, insert your own political agenda here), it’s reassuring to know your assets are safe. They are safe, aren’t they? Diversification is key to a solid performing investment portfolio. Every day on the radio, … Read more