Finance

If you’re eligible to take distributions from your defined benefit plan, you can move it offshore. Eligibility is usually because you’re of retirement age or because the defined benefit plan…

I’ve been covering the offshore beat since 2000. In that time, I’ve seen everything, great, good, boring and bad that’s out there. I’ve seen amazing successes, high returns, losses, fraud,…

You’ve been running your offshore business for awhile and have some accumulated earnings and profits. You want to invest these retained earnings in the United States and prefer they be…

A Jones clause is placed in an offshore trust to protect you, the settlor, from a creditor or court claiming you made a fraudulent conveyance. In its most basic form,…

The following article is for U.S. citizens and describes the type of income that can be retained offshore in a foreign corporation. It also defines foreign source and U.S. source…

Tax year 2016 is coming to a close and it’s the time to do some year end planning for your offshore corporation. Miss out on the FEIE or transferring money…

The rule against perpetuities in the United States makes it impossible to “lock up” your assets in a domestic trust beyond the lives of people living at the time the…

An offshore dynasty trust, also known as a foreign generation skipping trust, legacy trust or perpetual trust, is one of the most advanced offshore planning tools available today. A properly…

6 Tips for Handling Your Finances When Retiring Abroad After working for decades building wealth for yourself and your business community, you retirement years afford you an opportunity to finally…