Invest Offshore

Tag: Retirement

  • FATCA Overseas Nightmares

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    by

    Aaron
    in

    Lost in Space – The reason so many American Expats will suffer a 100% loss in their overseas Group Pension Scheme is because neither attorneys nor tax consultants are regulated, registered and recognized IRC 402(b) product providers. Therefore, 1) Group Attorneys can draw a legal blueprint of a IRC 402(b) Foreign regulated, FATCA registered and…

  • Working Out A Safe-Money Strategy

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    by

    Aaron
    in

    Financial Consultants Say Retirees Can Take Steps To Protect Savings From Vagaries Of The Market As people creep into the retirement “red zone” – those years just before or right after they retire – it becomes more important than ever that they find ways to keep their savings safe. Because at that point, their retirement…

  • 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…

  • Is an Offshore Pension Right for You?

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    by

    Aaron
    in

    If you’re saving towards retirement and you have the means at your disposal to protect your savings in as many ways as possible, you might consider looking offshore to help you manage your pension. Governments, at least those in high-tax countries, often have a variety of ways to encourage people to save for retirement: tax-free…

  • What to Think About Before Retiring Overseas

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    by

    Aaron
    in

    Many people convince themselves they can’t retire away from their home country. It’s not the right time, it’s too complicated, we don’t have enough money – and certainly this can be true. But to truly look at retiring overseas and taking long, hard look at how you want to spend the rest of your life…

  • Retirement Planning for Expatriots

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    by

    Aaron
    in

    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…