Invest Offshore

Tag: Retirement Plan

  • Asset Protection for American Retirement Savers

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    Aaron
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    U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of…

  • The Day Your IRA/401(k) Dies

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    Aaron
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    October 20th, 2015. That date might not mean much to you now, but it will. The International Monetary Fund (IMF) is expected to meet and announce that it intends to replace the U.S. Dollar as the default reserve currency. What’s that mean for Americans with retirement accounts? It means if your IRA or 401(k) is…

  • Conflicted Advice from Brokers According to Public Investors Arbitration Bar Association

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    Aaron
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    ATTORNEY REPRESENTING 500+ INVESTORS IN CONFLICTED ADVICE CASES: HOLD BROKERAGE FIRMS RESPONSIBLE FOR FIDUCIARY DUTY THEY ALREADY TELL INVESTORS THEY HAVE Public Investors Arbitration Bar Association President Cites Examples of Near Retirees Victimized by Industry Practices that Department of Labor Rule Would Bar WASHINGTON, D.C. – August 11, 2015 – The U.S. Department of Labor…

  • The Solo and Global Tax Deferred 401(k) Retirement Plan

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    Aaron
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    For U.S. persons ONLY these two types of Foreign Financial Accounts provide Tax Effected Yield on Income and Accumulations which are formally recognized by FATCA and by IRS tax code to purchase investments globally from a tax free environment exempt from Foreign Financial Institution reporting and exempt from passive foreign income reporting. If you are…

  • Can We Make Retirement Planning Easier?

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    Aaron
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    Survey Finds Workers Seek More Help Changing Oil Than Planning Retirement For most employees, addressing retirement issues is a costly, abstract and deeply psychological matter, which is apparent from a survey by Schwab Retirement Plan Services. While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of…

  • How Hidden Investment Fees Can Upend Your Retirement Goals

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    Aaron
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    Financial Planner Says Investors Need To Understand The Ramifications Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate.…

  • Is Your Financial Advisor Missing Something?

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    Aaron
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    6 Missteps by a Financial Advisor That May Be Costing You There are plenty of good folks serving as financial advisors, says Mark Roberts, ChFC, FIC, who has worked in the industry for more than two decades. “Many of my colleagues form pleasant relationships with their clients and seem to really care about the client-advisor…

  • Retirement Plans Can Be Imperiled When Long-Term Care Needs Arise

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    Aaron
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    Savings Are Depleted Quickly If Not Properly Protected There’s a tendency to give a silent cheer any time the average life expectancy grows a little longer. But long life also has its downsides. “Not everyone will spend all of their retirement years being active and doing all the fun things they planned,” says Mark Cardoza,…