Invest Offshore

Tag: Retirement Havens

  • Best Overseas Retirement Havens

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    by

    Aaron
    in

    Three Most Affordable Overseas Retirement Havens in 2016 — InternationalLiving.com Cost of living can be a major concern for people on fixed pension, annuity, and other retirement income sources. In International Living’s 2016 Global Retirement Index, three countries stand out from the top 23 retirement locations in the world as having the best cost of…

  • Top 20 Best Foreign Retirement Havens

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    by

    Aaron
    in

    Most foreign pension plans are likely characterized as trusts for U.S. tax purposes. Neither the statute nor the regulations define the term “employees’ trust.” However, if a foreign pension (i.e., the trust): (i) was created by a foreign employer, (ii) is administered by the foreign employer, and (iii) is more than half funded by the…