Expatriate Archives - Page 17 of 25

Asset protection and tax deferred solutions (offshore) for U.S. Persons

Jul 4, 2014

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Many US citizens know that it is extremely difficult to hold assets outside of the US solely for asset protection and tax deferral. Some perceived to be authorities say you can invest ” anywhere you want” but that’s just not true. The fact is that there is tax deferred solution that when used the Internal…

A Foreign Financial Account excluded from FATCA

Aug 15, 2013

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Aaron

in Asset Protection, Currency and Forex, Economics, ETF, Hedge & Mutual Funds, Expatriate, Futures, Options and Commodities, Offshore Banks, Stocks and Bonds

UNITED STATES IRC 402(b) LAW (1986) UNLEASHES TAX OFFSHORE The U.S. Tax system is generally hostile to foreign financial structures if there is a U.S. taxpayer or U.S. beneficiary involved. The hostility is understandable-foreign structures interfere with government ability to impose or collect tax. Avoiding international tax pitfalls can be best achieved, both foreign and…

The FATCA Dirty Dozen

Aug 8, 2013

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Aaron

in Asset Protection, Expatriate, Offshore Banks, Offshore Company

Legal challenges that US persons have to deal with, living overseas. The following legal challenges are extremely problematic for USA persons: No foreign bank will open an account for a US person or US person beneficiary.(Other than a bank of the overseas employer for their income overseas) No offshore brokerage will open an account for…

Double trouble, US Expats feel the burden of FATCA

Jun 7, 2013

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Aaron

in Expatriate

US anti-tax evasion legislation known as FATCA – the Foreign Account Tax Compliance Act – has caused upheaval among the American expat community and dual Swiss-US nationals living in Switzerland where it was agreed in February. “People are very angry and upset but some are really scared,” declared Jackie Bugnion, a director and tax specialist…

Panama as an Expat Destination

Mar 19, 2013

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Aaron

in Expatriate

Panama has a long history of being very professional and courteous with international investors and bankers. The investment and banking culture in the country is very favorable for anyone seeking to either hold accounts or investments offshore as part of an overall asset protection strategy and for anyone seeking an expat retirement. But there are…

What to Think About Before Retiring Overseas

Mar 13, 2013

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Aaron

in Expatriate

Many people convince themselves they can’t retire away from their home country. It’s not the right time, it’s too complicated, we don’t have enough money – and certainly this can be true. But to truly look at retiring overseas and taking long, hard look at how you want to spend the rest of your life…

Offshore Asset Protection for Expats

Mar 4, 2013

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Aaron

in Expatriate

There’s a lot of talk in the offshore investment niche of being an expatriate or Expat. But what exactly is an Expat? And what does it have to do with offshore investing? There are many types of Expats, from globetrotting retirees to people working overseas for their employer. Expats can be people who’ve fled a…

An American in Paris (or Shanghai or Tel Aviv) – Part 3

Nov 5, 2012

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by

Aaron

in Expatriate

How to retain your account in a Foreign Financial Institution A. Overview In my last installment, I discussed the benefits of a private placement insurance contract (life insurance or annuity) issued by a life insurer domiciled in Puerto Rico – Isla del Encanto – for Americans living overseas. Aside from providing tax-advantages, the Puerto Rican…

Offshore Life Insurance to Protect Your Family

Oct 31, 2012

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Aaron

in Expatriate

You’re young. Life is good and you are settling into your new role as a parent and, quite possibly, the sole provider for your young family and dependents. As your thoughts turn to the future, it only makes sense you want to secure the prosperity and financial security of your young family if anything happens…

Category: Expatriate