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Asset protection, pensions, funds, jurisdictions, tax policy and international structuring.
Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best…
A 401(k) is the primary retirement-savings vehicle for many Americans. But despite the 401(k)’s importance, the average participant’s only investment strategy is to plow money into the accounts – then do nothing. They rarely if ever make changes to the…
New York, NY & Monte Carlo, Monaco – July 7, 2016 – Small Cap Nation™ (SCN™) and Monaco Growth Forums by Andreea Porcelli™ today announced that Small Cap Nation has been selected as Media Sponsor for the upcoming event. Monaco…
Structure Capital Offshore – The Only Tax Rules Compliant and Double Tax Agreements Non-Reporting and Excluded Account The pension regime is very important internationally and one thing the OECD organization has done amazingly well is Double Tax Agreements. They have…
Historian Richard B. Morris in 1973 identified the following seven figures as the key Founding Fathers: John Adams, Benjamin Franklin, Alexander Hamilton, John Jay, Thomas Jefferson, James Madison, and George Washington. Adams, Jefferson, and Franklin worked on the committee to draft…
Sometimes it’s critical to look clearly at the big picture. The big picture is that the financial world has allocated capital… trillions of dollars of capital, based on Central Banks trying to corner the bond market. Every other asset under…
Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment…
How many people have enough savings for retirement now? Today’s statistic is that a person over age 50 who loses his job will have a 90% chance of not finding another one. Everyone needs a retirement plan because no-one knows…
$17 Billion a Year at Stake for U.S. Retirement Savers and Investors if House of Representatives Overrides President’s Veto Wednesday Millions of U.S. retirement savers and investors could suffer an estimated $17 billion in higher fees and lower returns on…
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…