Category: Asset Protection
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The End of the Line – Part I: Year End Tax Planning Strategies
This article is designed to provide an overview of a technique that might allow taxpayers to accomplish significant income tax savings at the end of the 2015 tax year. This planning can be accomplished regardless of whether you are a taxpayer with high W2 income or a taxpayer with a once in a lifetime realization…
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5 Tax Discussions to Have with Your Advisor Before 2016 Arrives
ROCKVILLE, MARYLAND – (November 30, 2015) – Each year, tax season is one of the times that people around the nation dread the most. Having to file the return, paying in, and the stress of it all can leave people feeling the pinch. In fact, most people don’t take action about their tax bill until…
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Asset Protection for American Retirement Savers
U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of…
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Automatic Exchange of Information: What can YOU do about it?
Taxpayers with offshore assets as well as financial institutions that hold them, will all face new challenges under the OECD’s updated Common Reporting Standard (CRS). The CRS, formally the Standard for Automatic Exchange of Financial Account Information in Tax Matters, seeks to establish a global methodology for the sharing amongst tax authorities of data in…
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IRA/ 401k assets in the U.S. or Offshore?
Where is the best financial home for your IRA/ 401k assets? The U.S.A? or Offshore? Outcome: Your centralized investing in a tax free trading environment by means of a U.S. IRA/ 401(k) Trustee registered Self Directed IRA foreign investment account; which means you roll your 401(k) and IRA assets into this specific Self Directed IRA.…
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Move your USA IRA into a Registered Foreign Account
Get your IRA moved on to an Offshore Investment Platform The purpose is to transfer assets of a USA qualified retirement plan to a non-U.S. investment account, recognized by the IRS and FATCA, without a change to current tax consequence (Ordinary IRA or Roth IRA). An overseas account delivers a U.S. person the following: Tax-free…
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The Invest Offshore Unique Selling Proposition
About “How to Invest Offshore”? we are asked again, and again what makes the 402(b) RAPS (regulated asset protection structure) unique. Or, in biz-dev parlance; what is the unique selling proposition of Invest Offshore? The following points were written to an American Tax Attorney but the fact of the matter is that because Pension Law…
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Luxembourg for Business and Luxembourg for Finance launch SurprisingLux
Luxembourg launches today via its two promotion agencies Luxembourg for Business and Luxembourg for Finance the campaign “SurprisingLux: Look closer for opportunities beyond borders.” This campaign is designed to dynamically reveal the strength and diversity of the Luxembourg economy through success stories and little-known facets of Luxembourg. These are available in several formats including a…