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Meet John and Kathy. A wealthy professional couple ready to retire. They worked hard their entire lives to build a large nest-egg. As they were concerned about the safety of their assets in America they looked internationally to get them out of harm’s way.
They engaged my services to create their plan B.
Here’s how I did it… step by step… using their story as a case study.
Many articles posted online portray living outside the US as an idyllic solution to save money. It can be, but for many people, living abroad can cost more – sometimes much more – than what they envisioned.
Deferring tax on income or gain is almost as effective as avoiding it altogether. That's because the longer you can defer payment, the lower your effective tax rate.
Thanks to the recent royal wedding, the British monarchy – the crown – is in the news again. I didn’t watch the wedding, as I consider it a sideshow to a centuries-old system of governance that is widely misunderstood.
Young Americans get a lot of grief from oldsters like me. But they face a lot of obstacles that we boomers didn’t have to deal with: student debt, a tightening job market ...
“I’m from the IRS and I’m here to help you.” Yes, that statement is one of life’s big lies. But several years ago, it looked as if the IRS intended to help people with offshore tax problems.
In one of his most memorable statements, former President Ronald Reagan said in his 1981 inaugural address, “Government is not the solution to our problem...”
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