Tag Archives: retirement planning

Retirement Planning: The Role of Offshore Investments

17 Jun
Retirement Planning

Planning for retirement is a crucial part of any long-term financial strategy. It involves not only saving but also investing wisely to ensure you have a steady income in your golden years. One often overlooked aspect of retirement planning is offshore investing. This article explores how offshore investments can play a role in a comprehensive […]

Retirement Planning with Offshore Investments: A Smart Strategy?

06 Jun
Retirement Planning

When it comes to retirement planning, individuals often seek strategies that offer long-term growth and security. In recent years, offshore investments have gained attention as a potential avenue for diversification and wealth preservation. This article explores the benefits and drawbacks of incorporating offshore investments into a long-term retirement strategy, shedding light on whether it can […]

Open AI on the Benefits of an Offshore Pension Plan

28 Mar
Offshore Capital Structure - Whitepaper

How to create the ultimate retirement plan Creating an offshore pension plan can be a complex and sophisticated process that involves understanding the various options available and navigating the legal and regulatory requirements of the chosen offshore jurisdiction. Here are some general steps that can guide you through the process: Determine your objectives: Before setting […]

RBC Wealth Management Teams with Transamerica and FuturePlan by Ascensus to Expand Retirement Plan Access with Innovative New Pooled Plan Solution

29 Sep
RBC Plaza in Minneapolis, headquarters for RBC Wealth Management, formerly Dain Rauscher Wessels, a firm acquired by RBC in 2000

RBC Plaza in Minneapolis, headquarters for RBC Wealth Management, formerly Dain Rauscher Wessels, a firm acquired by RBC in 2000 New Product of RBC Wealth Management Helps Small and Mid-sized Business Owners Provide Essential Benefits to Employees by Reducing Administrative Burdens and Mitigating Risk MINNEAPOLIS, Sept. 29, 2022 /PRNewswire/ – RBC Wealth Management is teaming up with Transamerica and FuturePlan […]

The Difference Between Tax Planning and Tax Optimization According to Jonathane Ricci

02 Nov
Toronto

Tax planning and tax optimization are often used interchangeably, but they serve different purposes in the financial world, says Jonathane Ricci. TORONTO, ONTARIO , CANADA, November 2, 2021 /EINPresswire.com/ — Tax planning and tax optimization are often used interchangeably, but they serve different purposes in the financial world, says Jonathane Ricci. Both are critical factors in […]

Victory Lap Retirement – New Life Stage Between a Primary Career and Full-Stop Retirement

25 Apr
Ferrari

Seasoned Professionals Create Their Own Rules for Work-Life Balance and Fulfillment LINCOLNSHIRE, Ill., April 25, 2019 /PRNewswire/ — Victory Lap Retirement, a new book co-authored by Rob Morrison, CFP®, looks at the rapidly changing world of retirement and the emerging trend of successful professionals who choose to downshift into a Victory Lap or Encore Career. […]

Hong Kong ORSO Schemes for Overseas Retirement

30 Jun
Hong Kong ORSO Schemes

Knowing the differences in Hong Kong ORSO Schemes is what makes the difference because: OECD: Common Reporting Standard (CRS) disclosure facility to close in on retirement schemes in Hong Kong allegedly set up to circumvent CRS reporting. The OECD in May 2017 launched an online disclosure facility for information on schemes designed to or suspected to […]

Hong Kong ORS and CRS (Common Reporting Standard)

27 Jun
Hong Kong ORS

The Hong Kong ORS is not exempt from CRS/FATCA reporting; which means the ORS is not recognized internationally for deferral of income. ORS402(b) is an exempt from CRS and FATCA reporting exempt beneficiary financial account. WE provide the whitepapers to explain the difference between a Hong Kong ORS and our private label ORS402(b). Overseas Financial […]

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 […]