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Individual Retirement Account

The Super Roth IRA – For Regular Guys (and Gals) – Part 2

October 16, 2012 by Aaron

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 … Read more

Categories Offshore Wealth Tags Adjusted gross income, AGI, asset protection, Individual Retirement Account, IRA, Life insurance, offshore life insurance, Roth, Roth IRA, Tax, Traditional IRA, variable life policy, variable unit-linked (VUL) life insurance 1 Comment

Offshore Retirement Plans for Expats

August 2, 2012 by Aaron

There are cases in which offshore retirement plans can provide a perfect solution for people who move to a foreign country for work and then move back to their home country. While living abroad, we call these people Expats. A green card holder works a number of years in the USA, perhaps has the intention … Read more

Categories Offshore Wealth Tags 401K, Expatriate, Individual Retirement Account, offshore retirment plan, Pension Leave a comment

Moving your pension plan offshore

June 15, 2012 by Aaron

The ideas and reasons behind it When it comes to a retirement plan, Americans generally are keen to start with it. It has been seen that Americans have about $16.5 trillion fed into various kinds of retirement plans according to the reports by the Investment Company Institute. If the purchase of Treasury debt by foreign … Read more

Categories Offshore Wealth Tags 401K, asset protection, Individual Retirement Account, offshore IRA, Pension, pension plan, Retirement, retirement planning Leave a comment

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