Tag: retirement planning
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Invest Offshore in a Super Trust
This Super Trust, domiciled in Hong Kong, is one of the most tax efficient pension structures available to the private investor. This registered retirement plan is in addition to being a QROPS, also an IRC 402(b). The 402(b) upgrade was took our legal team over 3 years to achieve, which is how we became an…
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Why Most People Pick the Wrong Funds for Their IRA/401k
What You Can Do About It! This is Your Invitation to the World of Regulated and Registered Investment Opportunities-USA and Offshore! Your Retirement assets are yours but you DO NOT have Global Choice to All Securities with an ISIN (number)? Do you know why you are not able to search for the best investments both…
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402(b) Regulator Asset Protection Structure
Annually the 402(b) Regulator Asset Protection Structure Custodian is excluded from reporting the value of your tax deferred account. YOU file to the IRS Form 8938 “Zero Value” and you report the actual value on the FBAR Form. This process validates transparency with the IRS. The Custodian is specifically an excluded FFI by FATCA. You…
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Retirement planning for the shrewd expatriate
Are you looking for retirement solutions without the hassles and headaches? We can help! At Invest Offshore we’re experts at creating specialist retirement, investment and savings plans based on your unique circumstances. Our flexible solutions cater to long term needs, and unlike other advisers, our solutions are such that you do not have to tie…
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Retirement Planning for Expatriots
Financially, expatriates could be said to be in a more privileged position than most – if a company chooses to send an employee overseas, it will usually give higher wages, expenses, and other perks. Expatriates can also find themselves with greater freedom when it comes to making investment decisions, as they are not usually restricted…