Invest Offshore

Offshore Investing Guide

We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.

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  • Brought to you by FATCA

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    by

    Aaron
    in ,

    Recapturing Pre-Tax Contributions and Tax Deferred Accumulations in a 402(b) Regulated Asset Protection Structure Contributions to this Internal Revenue Service (IRS) acknowledged and FATCA registered foreign company retirement plan are for persons working inside or outside the USA. Assets held within this specific IRC 402(b) are recognized globally as not included in worldwide taxable assets…

  • Gold to Fiat to Gold

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    by

    Aaron
    in

    Monetary scholar Edwin Vieira has observed that every 30 to 40 years the reigning monetary system fails and has to be retooled. He also noted that the average life expectancy for a fiat currency is 27 years and historically seems to flip between currencies that are backed (by gold) and those that are backed by…

  • Offshore Self Directed IRA

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    by

    Aaron
    in ,

    Set-up a Foreign Account for Your U.S. IRA without Unrelated Business Income Tax (UBIT) or (UBTI) distribution tax problems If you search around on the web, you will find that there are many companies offering Self-Directed IRAs. You will find little actionable information on government regulated, registered and recognized foreign pension funds, investment accounts or…

  • Foreign Account Tax Compliance Act Registration

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    by

    Aaron
    in

    Our specific pension plan does not require a FATCA GIIN because of its “limited conditional” FATCA status. In fact, for an authorized pension fund to apply for a GIIN would be a criminal violation of the laws on Restricted Information (Secrecy Law) Limited Conditional IRS Form 8957 Foreign Account Tax Compliance Act Registration The correct…

  • Offshore Investing with an IRA

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    by

    Aaron
    in ,

    The most common question asked about an overseas retirement account and an IRA. Can I Invest in a Business with my IRA? Surprisingly, yes you can invest in an active business with your retirement account. There are a many caveats and limitations, but you can usually lend money to a business, purchase shares in a…

  • 402b Benefits for Asset Protection

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    by

    Aaron
    in

    Benefits of a Regulated Asset Protection Structure (RAPS) Recapture pre-tax contributions and tax deferred accumulations Recapture foreign financial account privacy and secrecy When there is a legal basis there are no limits to contribution amounts Liquidity at all times. Overcome regulatory barriers to provide your champions capital shares Reduce employee social service costs by 1/3rd…

  • Passive Foreign Investment Company (PFIC) Problems

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    by

    Aaron
    in

    For U.S. persons it is absolutely correct that you should engage in diversification of investments and assets overseas. However, the difficulty with much of the information received from a blog or Google search, no matter how attractive it might seem, is completely out of date. All the points sound great if you say them quickly.…

  • How to Comply with FATCA

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    by

    Aaron
    in

    Any financial institution, regardless of its global location, that does not voluntarily comply with FATCA will find that 30% of any US-sourced payments (e.g. a corporate dividend or a maturing principal payment from a US corporate or government bond) will be withheld. Because U.S. stocks and bonds are so widely owned across the globe, virtually…

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