Tag Archives: Retirement Plan

International Retirement Plan

24 Jun
International Retirement Plan

How many people have enough savings for retirement now? Today’s statistic is that a person over age 50 who loses his job will have a 90% chance of not finding another one. Everyone needs a retirement plan because no-one knows when an industry shift, or economic downturn could effect your career and your life, in […]

Malta U.S. Pension Scheme Review

15 Jun
Malta U.S. Pension Scheme

If we wrote a book about the Malta U.S. Pension Scheme it would be about 12 pages even if we covered everything imaginable in great detail…otherwise it would be a couple of paragraphs and not worthy of a white paper because it is NOT an occupational retirement plan it is a life time annuity with […]

3 Avoidable Errors That Could Upend Your Retirement Plans

24 May
Retirement Plans

As older Americans approach retirement, many may be realizing their financial planning isn’t what it should have been. That could mean they need to postpone retirement – or abandon the idea altogether. “Most people don’t spend much time even thinking about retirement,” says Stephen Ng, author of “10 Financial Mistakes You Should Avoid: Strategies Designed […]

IRC 402b Foreign Retirement Plans

11 Apr
402b

There are 4 sections of IRS code that need to be considered in regards to non-qualified deferred compensation plans and a U.S. tax lawyer who is without prior research on IRC 402b foreign retirement plans will bill between $125,000.00 and $200,000.00 prior to doing research on foreign country pension laws. The reason that specialist Tax […]

Corporate Legal Framework to Invest Overseas

22 Mar
Legal structure and the greenback

Foreign Retirement Plan Corporate Legal Framework This Foreign retirement plan corporate legal framework is the only solution to the IRS rulings in 2014 that demolish U.S. situs deferred compensation structures of working members of limited partnership (LLC/LLP) and the IRS Chief Counsel advises members may be subject to self-employment tax. This Foreign Financial Account is […]

Asset Protection for American Retirement Savers

25 Nov
England and America. The visit of her majesty Queen Victoria to the Arctic ship Resolute - December 16th, 1856, to whom this engraving is by special permission respectfully dedicated by her obedient servants, P. & D. Colnaghi & Co., an engraving by George Zobel after the artwork of William Simpson, showing the visit of en:Queen Victoria to the HMS Resolute, an Arctic ship that, having been lost to the ice, had recently been recovered by the Americans, and returned by them to the British - Retirement savers

U.S. DEPARTMENT OF LABOR RULE WOULD ADD URGENTLY NEEDED PROTECTIONS FOR AMERICAN RETIREMENT SAVERS OVERVIEW Every year, retirement savers in the IRA market alone lose at least $17 billion in savings due to conflicted investment advice. Today’s retirement market functions quite well for the broker-dealers, insurance companies, and mutual fund complexes that reap billions of […]

The Day Your IRA/401(k) Dies

04 Sep
Statue of Leszek I the White in Marcinkowo Górne - IRA

October 20th, 2015. That date might not mean much to you now, but it will. The International Monetary Fund (IMF) is expected to meet and announce that it intends to replace the U.S. Dollar as the default reserve currency. What’s that mean for Americans with retirement accounts? It means if your IRA or 401(k) is […]

Conflicted Advice from Brokers According to Public Investors Arbitration Bar Association

11 Aug
High-speed photography of a light bulb shot with an airsoft pistol (positioned right of the lamp). Stefan Krause, Germany - Investors

ATTORNEY REPRESENTING 500+ INVESTORS IN CONFLICTED ADVICE CASES: HOLD BROKERAGE FIRMS RESPONSIBLE FOR FIDUCIARY DUTY THEY ALREADY TELL INVESTORS THEY HAVE Public Investors Arbitration Bar Association President Cites Examples of Near Retirees Victimized by Industry Practices that Department of Labor Rule Would Bar WASHINGTON, D.C. – August 11, 2015 – The U.S. Department of Labor […]

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 […]