Offshore Investing Guide
We understand that preserving and growing your wealth on a global scale presents both unique opportunities and complexities.
Invest Offshore Blog
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PFIC Problem for Americans with Offshore Investments
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…
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The Truth About Swiss Bank Accounts
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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Tax Mitigation vs. Tax Evasion
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 to tightening a grip on ‘lost’ revenue from offshore investment holders (a seemingly punitive series…
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Why You Should Consider Offshore Diversity
Part of any sound investment portfolio is diversification. How you allocate your funds and where is just as important as what you’re investing your money into. As more markets begin to flounder and reflect a growing global economic crisis it is becoming more important not to have all of your financial eggs in one basket.…
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What to Look for in Offshore Investment Funds
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 opportunities that aren’t readily available in onshore investment circles. Maximizing returns and minimizing risk still…
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Beginners Introduction to Offshore Investment
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 tells you that offshore investing takes place away from your country of residence. The purpose…
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The Super Roth IRA – For Regular Guys (and Gals) – Part 2
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 life insurance and is a more flexible arrangement than either the traditional IRA or Roth…
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