Invest Offshore

Category: Asset Protection

  • Tax-Advantaged Offshore Investment

    —

    by

    Aaron
    in

    How to: Minimize U.S. Tax Reporting Requirements (Legally!) If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation of FATCA and…

  • Asset protection trusts and offshore investment

    —

    by

    Aaron
    in

    When discussing asset protection and offshore investments, the most widely known legal device for offshore planning or investment is an asset protection trust. Asset protection trusts resemble a typical trust as it legally exists in the United States only it’s located in a trust-friendly jurisdiction like the Cook Islands or the Bahamas. Certain jurisdictions (like…

  • The Super Roth IRA

    —

    by

    Aaron
    in

    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…

  • 402(b) Regulator Asset Protection Structure

    —

    by

    Aaron
    in

    Annually the 402(b) Regulator Asset Protection Structure Custodian is excluded from reporting the value of your tax deferred account. YOU file to the IRS Form 8938 “Zero Value” and you report the actual value on the FBAR Form. This process validates transparency with the IRS. The Custodian is specifically an excluded FFI by FATCA. You…

  • Invest Offshore with a Regulator Asset Protection Structure (RAPS)

    —

    by

    Aaron
    in

    The Regulator Asset Protection Structure RAPS. Annually the IRS Passive Custodian reports the value of your tax deferred account. You also file to the IRS. This process validates and verifies transparency with the IRS making both apparent and open. You control and manage the LLC via the internet where access to the active custodian can…

  • A Regulator provides recognized asset protection that you can trust

    —

    by

    Aaron
    in

    Trusts Provide Asset Protection which is EXPOSED to Judges. Is the following list what you seek for the safety of YOUR Assets? Control over your annual taxable income IRS Tax Reporting Transparency (the IRS knows what it is) Supported by Government Regulator and by Governance Internationally Governance Protection against liability in lawsuits, bankruptcy and tax…

  • Why would you seek to move your pension plan overseas?

    —

    by

    Aaron
    in

    Most Americans are finding it more suitable to retire overseas. Whether you follow the lead depends upon your suitability, but shifting your tax deferred retirement plans offshore can be a gifting idea. There are many people who although invest in overseas market, but they keep their retirement money in an account which is US based.…