Category Archives: Offshore IRA

IRA when you give up US citizenship

Thousands of Americans will turn in their blue passports in the next few months. Some because of our crazy political climate, some to stop paying taxes into a broken system, and some because of FATCA and the international banking laws which make it impossible to live or do business abroad. This post will consider what

risks to your IRA
07/12/2016 - 1:42 PM
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Most Americans think that their IRA is safe… and they would be wrong. Our IRAs and retirement accounts face risks from all sides. Here are the top 5 risks to your IRA and what you can do to protect your savings.   1. IRS Levy of your IRA or other retirement account. The Federal government

Foreign Assets
09/24/2014 - 11:21 AM
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Moving your retirement account in to an offshore self directed IRA LLC is the best (and really, the only) way to diversify out of the U.S., protect your assets from future creditors, and boost returns by investing in more dynamic markets. I write quite a bit on why and how to move your account into

Diversify Your IRA
09/05/2014 - 10:00 AM
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A record high stock market in the U.S. exposes the suckers! Don’t be one of them.  Diversify your IRA offshore as soon as possible.  This article offers statistical proof that you should diversify your IRA abroad.  U.S. returns over the next 10 years will wipe out your retirement account. While everyone is running to dump

Return on U.S. Treasuries
08/13/2014 - 9:30 AM
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The real return on U.S. Treasuries is a miserable 0.6% per year.  If you don’t think you can do better than this offshore, then leave your retirement with Fidelity and risk it being taken over by the U.S government and MyRa. If you think you can beat the real return on U.S. Treasuries by diversifying

Offshore IRA
07/28/2014 - 1:46 PM
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Follow the advice of Warren Buffet and many others who came before him and invest in what you know.  An offshore IRA gives you the power to diversify offshore and invest in what you understand at the right price. An offshore IRA placed in an offshore company, where you are the manager of that company,

Physical Gold
07/16/2014 - 2:36 PM
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When you buy gold in an offshore IRA, you create a hedge against currency risks, move assets out of the United States, and maximize asset protection, all the while maintaining the tax benefits of the retirement account.  Buy gold in an offshore IRA LLC to maximize the benefits of taking your retirement account offshore. When

Real Estate in an Offshore IRA
06/12/2014 - 1:16 PM
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So, you’ve diversified your retirement account and invested in real estate in an offshore IRA. . .great.  Now you need to take a distribution, what should you do?  In this article, I will describe how to distribute real estate in an offshore IRA.  Rental real estate in an offshore IRA is one of the highest returning

Offshore Captive Insurance Company
11/29/2013 - 10:42 AM
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Surprisingly, yes you can invest in an active business with your retirement account. There are a many caveats and limitations, but you can usually lend money to a business, purchase shares in a corporation or LLC, or buy in as a partner receiving a share of the profits (flow-through structures). Now, let’s talk about those

UBIT Blocker
11/25/2013 - 3:55 PM
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If you want to use leverage / margin to increase your IRA’s investing power, then you need an offshore UBIT Blocker Corporation. There are major benefits available for the sophisticated investor offshore, and the most important is the ability to use leverage and avoiding US tax on that leverage. Without a blocker, you will pay

Solo 401k for Expats
10/07/2013 - 4:55 PM
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I am often asked if an Expat can invest in a retirement plan. The simple answer is yes, there are retirement plans for Expats. Yes, if you are living and working offshore, you can use a retirement plan to reduce your taxes. Yes, the Expat can use a Solo 401k plan to save on taxes!

finance real estate overseas
09/19/2013 - 2:00 PM
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Do you own property outside of the United States? Are you thinking about investing in offshore real estate? Are you an offshore real estate mogul looking to reduce or eliminate your US taxes? This article will cover all areas of US taxation of offshore real estate and provide insider tips and techniques to get your

Seize my IRA
07/22/2013 - 8:55 AM
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One of the most common questions I get is, “can the government seize my IRA?” With all of the uncertainty in the USA, and the growing hostility towards our government and its practices, many Americans are concerned about their retirement accounts. For most, their retirement account is their only liquid asset, the majority of their