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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Invest Offshore Blog Posts

Trade Online and Invest Offshore

Feb 6, 2015

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by

Aaron

in Currency and Forex, ETF, Hedge & Mutual Funds, Futures, Options and Commodities, Stocks and Bonds

Individuals wanting to invest internationally or wishing to have U.S. dollar exposure must take heed of both FATCA and the AIFMD. For example, if a U.S. fund manager is approached by a potential investor from the EU, the question which must be asked is whether or not the fund will be in breach of EU…
Rise Of The Vulture Investing Class

Feb 5, 2015

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by

Aaron

in Futures, Options and Commodities, Offshore Banks

The oil markets are showing some life, having rallied 11 percent over a two-day period. But if a bigger rebound is not around the corner, it won’t just be oil companies that will be feeling the pain: their lenders will also face some steep losses if drillers can’t come up with the cash to cover…
Invest Offshore in a Gold Mine

Feb 4, 2015

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by

Aaron

in Futures, Options and Commodities, Precious Metals

Recently an overview for a Gold Project in Brazil reached my inbox, so naturally I have been sharing the opportunity with qualified people in my Network. However, since I’m always in need of valuable content for Invest Offshore and because (as mentioned in my videos) I’ve decided to start publishing more commodity and investment products…
Secrecy & Privacy for Offshore Investment

Feb 3, 2015

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by

Aaron

in Currency and Forex, Futures, Options and Commodities, Precious Metals, Stocks and Bonds

Whether you are from China or the USA there are TWO important questions in regards to how one deals with money and offshore investment: on the individual tax compliant level and at the institutional reporting level Whether it is the client himself or the foreign financial institution (FFI) they really have no idea about what…
Brought to you by FATCA

Feb 2, 2015

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by

Aaron

in Offshore Company, Tax Havens

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…
Offshore Investment Account and Asset Protection

Feb 1, 2015

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by

Aaron

in Asset Protection, Collectibles

An IRA with a foreign investment account can add stronger protection. This foreign investment account, (we recommend Luxembourg), is not accessible to anyone who wins a lawsuit against you (or for any other creditor). So what would a court do if it determines that the value of your IRA exceeds your retirement needs and therefore…
Gold to Fiat to Gold

Jan 31, 2015

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by

Aaron

in Precious Metals

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

Jan 30, 2015

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by

Aaron

in ETF, Hedge & Mutual Funds, Offshore Company

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

Jan 29, 2015

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by

Aaron

in Stocks and Bonds

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…

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