Invest Offshore

Category: Expatriate

  • Moving overseas? High net worth community takes note

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    Aaron
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    One of the listservs which I access, WealthManagement.com, recently published an article titled “In Trump’s America, a Second Passport May Be the Best HNW Insurance Plan.” For those not accustomed to the standard abbreviations, HNW stands for High Net Worth. The article was subtitled, “f clients are motivated to leave the U.S., attractive new destinations…

  • Multinational Companies Trending Away From One-Size-Fits-All Approach to Global Long-Term Incentives

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    Aaron
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    Survey shows global companies designing LTI awards that are increasingly performance-based and modified to impact local participants LINCOLNSHIRE, Ill., Dec. 14, 2016 /PRNewswire/ — As the global war for talent heats up, multinational companies are increasingly looking for ways to differentiate themselves, including altering the way they design their long-term incentive (LTI) awards. Aon Hewitt’s Global…

  • FAIR to Lay Out Immigration Reform Blueprint for Trump Transition at National Press Club

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    Aaron
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    WASHINGTON, Nov. 21, 2016 /PRNewswire-USNewswire/ — President-elect Donald Trump has vowed to restore public interest to immigration policy. His initial appointments – including naming Sen. Jeff Sessions to be attorney general – indicate that he intends to make good on his campaign commitments. Many of those reforms have been advocated by the Federation for American…

  • How To Create A Fulfilling Retirement When Every Day Is Saturday

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    Aaron
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    It’s the dream retirement many people anticipate for decades. Hang out around the pool all day. Play one round of golf after the other. Finally read that teetering stack of books on the nightstand. In retirement, every day is Saturday – only without the dread about what Monday morning back at the office might bring.…

  • How to avoid a scary PFIC Nightmare

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    Aaron
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    A mutual fund that is invested in European stocks, but incorporated in the US may be taxed at a long term capital gains rate of 15%, but if the US taxpayer buys an identical fund listed outside the US, they will find their investment may be taxed at up to 50% The first de minimis…

  • Expats: adventurers or foreign retirees?

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    Aaron
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    Hemingway, as an expat, implied high adventure in a foreign land The first definition of “expatriate” appeared in a French dictionary in the late 1700s and denotes a person who has been banished from his or her native land. This elucidation came just in time for Napoleon’s exile to the island of Elba in 1814;…

  • Ninety-Percent of Life Is Habits ― Make Them Rich Habits!

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    Aaron
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    Anybody can offer advice; for real, lasting change, however, nothing offers proven insights like science. Dr. Randall Bell examines groundbreaking research from human sociology and economics in his latest book, Rich Habits Rich Life: The Four Cornerstones of All Great Pursuits (Leadership Institute Press). The culmination of Bell’s diligent search to discover why some succeed…

  • The Importance Of Asking Good Questions

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    Aaron
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    About 3 months ago I decluttered. Not the horrible kitchen cupboard which has everything from screw drivers to toothpicks, sea shells, and a hairbrush the dog chewed. I decluttered mentally. For the uninitiated or curious, you can read the background here. The results so far have shocked me. My productivity has quite literally blown through the roof.…