Offshore Investing Guide

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Panama Gold Bullion

Nov 6, 2012

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by

Aaron

in Precious Metals

Panama Gold Bullion – Small, Secure, Private The U.S. was once the center of invention, innovation, and inspiration; the home of the first light bulb, the first airplane, and the first solar cell. But over the years, the United States has been changing for the worse. The primary reason for this is too much control…
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…
Successful Offshore Investing

Nov 1, 2012

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by

Aaron

in Stocks and Bonds

Many investors are intimidated with the mere thought of branching out into international offshore investing territory. As the global economic crisis continues to grow and the United States economy grows weaker it only makes sense to explore as many avenues for financial growth and protection as possible. While new legislation such as FATCA (Foreign Account…
Offshore Life Insurance to Protect Your Family

Oct 31, 2012

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by

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…
Where to Begin in Offshore Investment

Oct 30, 2012

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by

Aaron

in ETF, Hedge & Mutual Funds

So you’re thinking of investing offshore, are you? Isn’t it a little risky? Isn’t an offshore account for someone doing something illegal? What about taxes? Where the heck do I even start? These are all very good questions and, if you’re unfamiliar with acquiring overseas assets, the very idea can seem daunting and maybe not…
What is FATCA?

Oct 29, 2012

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by

Aaron

in Offshore Banks

FATCA, or the Foreign Account Tax Compliance Act was passed as part of the HIRE act of 2010. Designed to take United States tax compliance beyond the borders of the United States and into foreign territories to prevent the loss of potential billions of dollars in tax revenue, FATCA tightens compliancy standards and increases transparency…
Tax-Advantaged Offshore Investment

Oct 28, 2012

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by

Aaron

in Asset Protection

How to: Minimize U.S. Tax Reporting Requirements (Legally!) If you are an American living overseas, the walls are closing in on you quickly. If your foreign bank hasn’t already closed your account, don’t hold your breath because it is probably coming quickly. A large number of excellent articles have covered the implementation of FATCA and…
PFIC Problem for Americans with Offshore Investments

Oct 27, 2012

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by

Aaron

in Expatriate

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 a PFIC and suffers annual taxes on the growth of 36.9% and huge annual penalties…
The Truth About Swiss Bank Accounts

Oct 25, 2012

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by

Aaron

in Offshore Banks

It seems exotic and dangerous and exciting when we hear someone has a Swiss bank account. It’s for ultra-dangerous super spies or mega-rich Hollywood stars. Truthfully, there’s nothing illegal or particularly glamorous about having money in a Swiss bank. In fact, Swiss banks are very eager to have outside account holders especially those from western…

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