Category: Asset Protection

  • 402(b) Regulator Asset Protection Structure

    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)

    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

    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?

    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.…

  • Invest Offshore via Private Placement Life Insurance (PPLI)

    Benefits of Insurance Structures for Offshore Investment The advantages of private placement life insurance (PPLI) or variable unit-linked (VUL) life insurance are now well known and have become an integral part of wealth planning for offshore advisers. The main benefits are the following: Tax optimization and planning, Asset protection (ownership transfer of any premium) Investment…

  • Thinking of moving your IRA Offshore like Mitt Romney?

    Get Greater Investment Options through a “Self-Directed” IRA! Through a self-directed IRA clients can open the doors to greater investment choices. There are few limitations on the types of assets suitable for retirement plans. Investments such as gold, silver, offshore hedge funds, foreign currencies, private stock, and foreign real-estate are available through the use of…