Invest Offshore

Category: Asset Protection

  • How To Reduce Your Tax Burden In Retirement

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    Aaron
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    Enjoying Those Senior Years Is Important, But Preparation Is Key Retirement should represent an opportunity to enjoy life after decades of hard work and saving. But it doesn’t always turn out that way, even with people who saved wisely, says Gary Marriage Jr., CEO of Nature Coast Financial Advisors (www.naturecoastfinancial.com). Maybe it’s because of worries…

  • The Solo and Global Tax Deferred 401(k) Retirement Plan

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    Aaron
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    For U.S. persons ONLY these two types of Foreign Financial Accounts provide Tax Effected Yield on Income and Accumulations which are formally recognized by FATCA and by IRS tax code to purchase investments globally from a tax free environment exempt from Foreign Financial Institution reporting and exempt from passive foreign income reporting. If you are…

  • How Strong Are Older Families’ Financial Report Cards?

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    Aaron
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    Last week I discussed on my blog research showing the correlation between wealth and education. The Federal Reserve followed up with additional research about wealth and demographics, the subject of this post. More specifically, wealth and age. Not surprisingly, the older a household is the more wealth has been generated since people have had more time…

  • Why The ‘Holistic’ Approach Matters In Your Finances

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    Aaron
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    4 Considerations When Planning Your Future With An Advisor When you think of what matters most to you and your family, there’s nothing more important than health and well-being, says Kirk Cassidy, a Registered Investment Advisor (RIA) who emphasizes the importance of the holistic approach to personal finances. “ ‘Holistic’ usually has the medical connotation…

  • Can We Make Retirement Planning Easier?

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    Aaron
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    Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of…

  • How To Survive The Largest Generational Wealth Transfer In Human History

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    Aaron
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    A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…

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

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    Aaron
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    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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    Aaron
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    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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    Aaron
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    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…