Tag Archives: 401K

How To Reduce Your Tax Burden In Retirement

17 Aug
The Maréchal de Lattre de Tassigny Embankment and the Canal of La Peyrade from the Louis Pasteur Embankment - Retirement

Enjoying Those Senior Years Is Important, But Preparation Is Key Retirement should represent an opportunity to enjoy life after decades of hard work and saving. But it doesn’t always turn out that way, even with people who saved wisely, says Gary Marriage Jr., CEO of Nature Coast Financial Advisors (www.naturecoastfinancial.com). Maybe it’s because of worries […]

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

08 Aug
Fakarava inner lagoon taken from a pontoon near the village of Rotoava (The Tuamotus, French Polynesia) - Retirement Plan

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?

31 Jul
Lipa Noi Beach on Ko Samui, Thailand, shortly after sunset with coco palm. The islands of the Ang Thong Marine National Park (Mu Koh Angthong) are visible at the horizon. - Retirement planning

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 […]

Who Controls Your Retirement Funds: You Or The Government?

14 Jul
Ubsunur Hollow State Biosphere Reserve - Retirement Fund

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, […]

The Only Asset Protection that Governments Trust

27 Jun
Lindau Hafen Sonnenuntergang, Germany - Asset Protection

Asset Protection that Governments Trust The 401(k) problem is a U.S. Qualified Plan Trustee, upon his demand, would not transfer his money outside of the USA.because: The IRS has made a ruling in regards to Investing/sending money out of the country from qualified retirement plans. They have ruled against all such foreign transactions. We learned […]

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

08 Jun
Sunrise in Pärnu river, Estonia - Retirement

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, […]

Thinking of moving your IRA Offshore like Mitt Romney?

06 Feb
Mitt Romney

Get Greater Investment Options through a “Self-Directed” IRA! Through a self-directed IRA clients can open the doors to greater investment choices. There are few limitations on the types of assets suitable for retirement plans. Investments such as gold, silver, offshore hedge funds, foreign currencies, private stock, and foreign real-estate are available through the use of […]