Invest Offshore

Category: Asset Protection

  • 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
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    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…

  • Working Out A Safe-Money Strategy

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    Aaron
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    Financial Consultants Say Retirees Can Take Steps To Protect Savings From Vagaries Of The Market As people creep into the retirement “red zone” – those years just before or right after they retire – it becomes more important than ever that they find ways to keep their savings safe. Because at that point, their retirement…

  • Tax Planning Knowledge

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    Aaron
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    Crossborder financial issues are complicated and readers are strongly encouraged to seek qualified professional advice at all times. We have a network of preferred legal and tax advisors who have prior experience in the relevant issues and will be happy to make referrals when requested. The list below was posted to illustrate the amount of…

  • No Fool on the Hill! – Recent Trends in the Private Placement Life Insurance Industry

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    Aaron
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    Recent events within the private placement life insurance industry have created renewed interest within this specialized segment in the life insurance industry. The industry has seen some consolidation over the last several years and recent events including the entrance of large investment management firms has made the product relevant once again. I would argue that…

  • Move your IRA to an Offshore Investment Account

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    Aaron
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    Transfer your USA IRA to a Registered Foreign Account 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). This delivers to a U.S. person: Tax-free transfer of his retirement…

  • Regulatory driven offshore asset protection

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    Aaron
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    All foreign investment capital needs to be looked at because of the expanded scope of the U.S. Treasury form FinCEN 114 (FBAR), the Foreign Account Tax Compliance Act (FATCA) and Intergovernmental Agreements (IGA). The rule that changed everything is the Foreign Account Tax Compliance Act (FATCA). Continuously there is the ever present report to the…