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Asset protection, pensions, funds, jurisdictions, tax policy and international structuring.
WARNING: U.S. Persons who Purchased a Retirement Plan, Savings Plan issued from the Isle of Man, Dublin, Guernsey or U.K. Life Insurance Company are holding a British Style Life Policy (lump sum or savings plan) which requires annual reporting as…
Most of the bad word of mouth associated with offshore investment, tax havens and the like involves an interchange of the phrases ‘tax mitigation’ and ‘tax evasion’. As the focus of tax law in the United States and elsewhere turns…
If you’ve settled on a strategy for offshore investing and are considering investment funds as a part of your portfolio it’s helpful to know what to look for to avoid an underperforming investment. Offshore investing is all about finding outside…
The entertainment and news media paint a dark and shady picture of offshore investing but this is far from a normal occurrence. Most offshore investments are perfectly legal and may offer advantages over national investment. The simplicity of the term…
NOTE: Continued from Part 1: “The Super Roth IRA” Overview In Part I of this series, I introduced the Super Roth IRA¹ an alternative to the Roth IRA and traditional IRA. The Super Roth IRA uses the tax-advantages of permanent…
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…
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…
What You Can Do About It! This is Your Invitation to the World of Regulated and Registered Investment Opportunities-USA and Offshore! Your Retirement assets are yours but you DO NOT have Global Choice to All Securities with an ISIN (number)?…
Part 1: Using Tax-Advantaged Investment Solutions While Living Overseas Overview According to the American Citizens Abroad, there are five-seven million American citizens living outside of the United States on a fulltime basis. I for one am green with envy.…
SPECIAL REPORT
The US Debt Clock has released another provocative Secret Window poster, and this time the New Money Revolution delivers its message through the simplest financial question imaginable. The headline reads: KID MONEY LOGIC Standing on…