Category: Asset Protection

  • Offshore Investing Benefits

    Throughout history, those with substantial assets have often been faced with outside forces intent on the erosion of those assets. Often, these attacks have come from within one’s home country. Unfortunately, the lessons of the past are often not taken into account when planning for the realities of the future. Because of unforeseen risks, many…

  • Variable Annuity Information

    Annuity IQ a popular destination for both consumers and brokers now offers complete variable annuity information in a easy to use web based format. Syracuse, NY (PRWEB) June 8, 2006 — Annuity IQ moves forward to a web-based platform. After the great success of “The Annuity Report,” Annuity IQ wanted future updates to be easier…

  • Asset Protection

    It’s a US Treasury, IRS and FATCA approved path which has been created to open an offshore account which has unlimited rights to global investment choices. Your US Trustee maintains your reporting and US Tax Compliance. There is no need for you to report to the IRS as the Trustee reports annually on your behalf…

  • The Ultimate IRA

    The Ultimate IRA has both an asset protection and a tax component. This is a cost-effective plan designed for those with larger IRAs (over $200,000) who want to: Fully protect the assets in the IRA from creditors, including government taxing authorities. Minimize the tax impact of the “built-in” ordinary income tax in IRAs Maximize the…

  • Foreign Variable Universal Life Insurance – FVUL

    Elimination of Capital-Gains, Tax-Free Growth, Tax-Free Borrowing, Elimination of Estate Tax. This structure offers some of the best tax planning benefits available today. Investors with appreciated assets of at least $1 million (public or private stock, real estate, etc.) can use the FVUL structure to obtain significant tax savings. The FVUL can eliminate 3 levels…

  • Offshore assets rise

    Johannesburg – South African investors channelled R2.5bn into offshore collective investments (offshore assets) in the March quarter with total assets of these foreign currency denominated funds reaching R70.3bn, the Association of Collective Investments (ACI) said on Tuesday. The net inflows into the 347 foreign funds was nearly double the previous quarter’s R1.3bn, with the bulk…

  • Savvy Investors Outflank Europe’s Tax Snoopers

    It has been reported in the Swiss media that revenues generated by the transitional withholding tax on Swiss savings and investments under the European Savings Directive are far below expectations, suggesting that investors have easily manoeuvred their assets into places where the directive cannot reach. Roland Reding, a tax expert at accounting firm KPMG, told…

  • Asset & Wealth Protection Should be Top Priority in Today’s Litigious Society

    (PRWEB) – San Jose, Costa Rica (PRWEB) March 9, 2006 — Asset & wealth protection should be top priority in today’s litigious society. With new lawsuits being filed at alarming rates, and jury awards reaching record levels that just a few years ago would seem impossibly high, the time has come for even the average…

  • Investing in health also a retirement key

    Baby boomers need to do more investing in health, and not just in savings accounts. Just as a sound pattern of savings will make retirement more comfortable, so will a plan to develop good health habits. Exercise is one of the cheapest and most effective strategies to fight the effects of aging. Which one of…