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Experts Prove Most Financial Advisors Aren’t Giving the Best Retirement Advice

27 Apr
Retirement Advice

LEAWOOD, Kan., April 27, 2017 /PRNewswire/ — In their article “How to Beat the Conventional Wisdom: Part 1” published in Financial Advisor Magazine, retirement planning experts William Reichenstein, PhD, Principal, Retiree Income, and William Meyer, CEO, Retiree Income, discuss their latest research which debunks conventional wisdom around tax-efficient retirement withdrawals and proves a better way to […]

Trust Builders Expands Online Retirement Readiness Solutions for Financial Advisors

20 Apr
Retirement Readiness Solutions

DALLAS, Ore., April 20, 2017 /PRNewswire/ — Trust Builders, Inc. is announcing the release of the Maximum Allowable Contribution (MAC) module for the TRAK-Online retirement readiness portal. The MAC module allows advisors to calculate the maximum annual contribution to a 403(b) account and a 457 account, including the 402(g)(7) limit and double-up options. “Helping advisors […]

The Walking Dead – Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts

11 Apr
Using Private Placement Variable Deferred Annuity Contracts to Enhance the Investment Return in Life Settlement Contracts

I have always been a film fan. Growing up in the Panama Canal Zone, one of my Mother’s jobs for the Panama Canal Company was serving as the manager of the Balboa Theater. We used to watch initial screenings of movies together on the Big Screen as a private viewing while eating lunch from the […]

Anti-FATCA lawyer rejects Europe threat to US taxpayers

24 Mar
Improving Women's Retirement Security and US taxpayers

Sanctions unlikely, lobbyist says The leading advocate for repeal of the U.S. Foreign Accounts Tax Compliance Act has called “laughable” any attempt to sanction Washington – should it rescind FATCA – for noncompliance with copycat European tax laws. Washington-based anti-FATCA tax-lawyer and lobbyist James Jatras said European efforts to pinpoint U.S. taxpayers through the Organization […]

Transamerica Institute Announces “Improving Women’s Retirement Security”

23 Mar
Women's Retirement Security

Women face unique challenges and circumstances that put them at an even greater risk of not achieving a financially secure retirement, compared to men. A special one-hour edition of ClearPath – Your Roadmap to Health & Wealth will offer insights into the particular risks women face and clear-cut steps they can take to improve their […]

Seventeen Startling Facts That Sum Up Women’s Retirement Risks

02 Mar
Black and white image of women stretching on beach - Women's Retirement Risks

Today, nonprofit Transamerica Center for Retirement Studies® (TCRS) has released a new research report, Seventeen Facts About Women’s Retirement Outlook, which sheds light on vulnerabilities unique to women in their efforts to prepare for a secure retirement. The report is based on findings from TCRS’ 17th Annual Transamerica Retirement Survey of Workers, and is being […]

Her Majesty’s Overview of the Offshore Investment Market

16 Feb
Her Majersty the Queen's Royal Standard - Offshore Investment Report

Despite the term ‘offshore investment’ being widely used in policy and political discourse to describe the investment of capital outside an investor’s jurisdiction of residence, representatives of banks were keen to point out that it is a very broad term open to different interpretations. Indeed, during many of the qualitative interviews conducted with representatives of […]

PRC Offshore Investor Strategy

09 Feb
PRC Offshore Investors from Shanghai

There is no off-the-shelf product that achieves the exempt from reporting foreign financial institution and excluded beneficiary account that is described more fully in our white paper (see: PRC Expert’s Guide). This excluded beneficiary account is where you keep your secret about your money, investments and assets. Offshore Banking secrecy is no longer there. That’s […]

Investing Offshore requires forward thinking

31 Jan
Trump International Hotel & Tower; Chicago, - Forward thinking

Donald Trump’s Fiscal Tax Plan will increase the ultimate yield on your corporate projects and investments offshore. Trump’s plan scraps dividend tax and at the same time it scraps the foreign bank interest tax exemption. Which means, for example, bank lending overnight from the Cayman is redundant / irrelevant. ”Tax Havens” such as Cayman, Bermuda, […]