Invest Offshore

Tag: Retirement

  • 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.…

  • Do You Know How Much Your Other Half Makes?

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    Aaron
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    Study: Four out of 10 Couples in the U.S. Could Not Correctly Identify How Much Their Spouse Earns Experts often tell us “never keep secrets in a relationship” and “the key to any successful relationship is open communication.” So why is it, according to Fidelity Investments fifth Couples Retirement Study, four out of ten (43%)…

  • Who Controls Your Retirement Funds: You Or The Government?

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    Aaron
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    Qualified Money For Retirement Has Strings Attached People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza. “Qualified retirement funds – whether we’re talking about an IRA, 401(k), Contributory or Defined Benefit Pension Plan,…

  • 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…

  • Recognized Private and Secret Legal Framework

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    Aaron
    in

    Cross-Border ”rolls” for Qualified Plans with Legal Framework The purpose is to transfer assets of a USA qualified retirement plan to a non-US foreign investment account, recognized by the IRS, without a current tax consequence. IRS recognized Tax deferred gains and accumulations from outside the USA Asset Protection by Government and by Governance Exempt from…

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

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    Aaron
    in

    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,…

  • Expats and Retirement Overseas

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    Aaron
    in

    Surveys have shown that more and more multinationals want to exercise control over their worldwide benefits programs at the Home Office level. The principal objectives are to manage costs and ensure compliance and competitiveness of their local benefits plans in each country. For most companies, this is easier said than done. For multinational companies, growing…