Invest Offshore

Category: Asset Protection

  • Recognized Private and Secret Legal Framework

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    Aaron
    in

    Cross-Border ”rolls” for Qualified Plans with Legal Framework The purpose is to transfer assets of a USA qualified retirement plan to a non-US foreign investment account, recognized by the IRS, without a current tax consequence. IRS recognized Tax deferred gains and accumulations from outside the USA Asset Protection by Government and by Governance Exempt from…

  • The Only Asset Protection that Governments Trust

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    Aaron
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    Asset Protection that Governments Trust The 401(k) problem is a U.S. Qualified Plan Trustee, upon his demand, would not transfer his money outside of the USA.because: The IRS has made a ruling in regards to Investing/sending money out of the country from qualified retirement plans. They have ruled against all such foreign transactions. We learned…

  • Offshore Investment Strategy of the Rich and Famous

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    Aaron
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    The offshore investment strategy used by the rich and famous (until recently), featured tax avoidance tactics based on trust law. Let’s take a closer look and analyse how these foreign trust examples take advantage of OSP. In this example, Hughes, Katz and the Durands form their trusts in order to safeguard income and property from…

  • Why Family Feuds Erupt After The Will Is Read

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    Aaron
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    Sibling Rivalries And Old Grudges Can Surface When Money Is On The Line, Family Wealth Guru Says The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says…

  • Tax Deferred Foreign Financial Account

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    Aaron
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    In any payroll these days for U.S. people or not there is some form of tax equalization built into it. You find tax equalization is quite common. Basically your payroll is assumed to be tax equalized one way or the other and that is an expensive way to deal with this problem. Instead you can…

  • The Panamanian Second Passport Program

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    Aaron
    in ,

    Panama has become a popular destination for many Americans and Canadians for retirement purposes. As the Switzerland of Latin American, it is also a popular destination for many South Americans particularly Venezuelans and Colombians. Historically, Panama has been and remains politically and economically stable. The currency is tied to the U.S. dollar. For purposes of…

  • FATCA Overseas Nightmares

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    Aaron
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    Lost in Space – The reason so many American Expats will suffer a 100% loss in their overseas Group Pension Scheme is because neither attorneys nor tax consultants are regulated, registered and recognized IRC 402(b) product providers. Therefore, 1) Group Attorneys can draw a legal blueprint of a IRC 402(b) Foreign regulated, FATCA registered and…