Avoiding Prohibited Transactions in Your IRA
When it comes to retirement planning, self-directed Individual Retirement Accounts (IRAs) offer a flexible and potentially lucrative option for savvy investors.
An Austria Private Vault Tour: Das Safe, Sparta Safes, and Palais Coburg
Regular readers will know I've been traveling around central Europe for the last month. A few weeks ago, I was on the hunt for investment opportunities in Vienna for our private clients and to catch up with our preferred banking partners.
The Ultimate Guide to Nevis Trusts: Asset Protection, Privacy and Tax Benefits All in One
A few themes come up over and over -- asset protection, privacy concerns, and a desire for lower taxes. A Nevis trust is one of the few planning tools that offers all of them in one package.
3 Investment Plan B Lessons Learned in Switzerland
One of the best things about spending time outside your borders is the opportunity to see things differently. You not only get the value of shaking up your routine, you also get exposed to new ideas and different perspectives.
Best Countries for Offshore Gold Storage
For decades, our firm has provided the international planning piece for groups that sell precious metals to clients. A big part of that planning is helping clients identify the best countries for offshore gold storage... at least, what's best for their situation.
Is AI Retirement Planning a Good Idea?
AI is changing many parts of our lives, from customer service chatbots to health care to finance, and even retirement planning. In our own practice, we've noticed an uptick in the number of people who ask us to confirm whether planning related answers generated by AI are accurate. (It often isn't, either partly or completely.)
Italian Citizenship by Descent: An Authoritative Guide
Italian citizenship by descent allows you to claim Italian citizenship through your ancestry. Over the years, we've helped a number of clients through this process. It's very popular because it lets you get one of the world's best travel documents virtually for free.
CFC Rules: Controlled Foreign Corporations and Taxes
When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It promised extremely strong asset protection, estate and legacy planning benefits, and a legal way to grow millions of dollars in a tax-deferred (and sometimes even tax-free) way?
How to Avoid Capital Controls
Last week, I had a call with a successful entrepreneurial client who was deeply worried about capital controls. She had worked for many years to build up an eight-figure nest egg and didn't want to lose it to a predatory government through outrageously higher taxes or being forced to convert some of her investments into bonds from a bankrupt federal government. She certainly didn't want to run the risk of outright confiscation.
![PPLI: Private Placement Life Insurance [Ultimate Guide]](https://cdn-cgnhb.nitrocdn.com/ZKSprjXsTOgMJltgEVzOLijCmVKGsFpA/assets/images/optimized/rev-b6e1e7b/www.nestmann.com/wp-content/uploads/2024/05/2405-hdr-private-placement-life-insurance-ppli-700x280.jpg)
PPLI: Private Placement Life Insurance [Ultimate Guide]
When I was first introduced to Private Placement Life Insurance (PPLI) back in 2010, I didn't think it possible. It promised extremely strong asset protection, estate and legacy planning benefits, and a legal way to grow millions of dollars in a tax-deferred (and sometimes even tax-free) way?
St Kitts and Nevis Bank Accounts: The Complete Guide for 2024
We've been helping Americans diversify their assets internationally since 1984. Over the years, we've developed a few favorite places for certain things. Switzerland has long been a favorite for offshore banking, simply because they keep adapting to be able to serve US clients.
The Permanent Portfolio: The Best Wealth Preservation Investment
What if your investments never lost any value? That they kept growing no matter whether the economy was going gangbusters or in the middle of a crash? That could withstand inflation and catastrophe? Such a portfolio doesn't exist in real life, but the Permanent Portfolio comes pretty darn close.
The Best Swiss Banks
We've long considered Switzerland a good place to bank for the right sort of client. That's because the best Swiss banks offer a service that is geared towards Americans looking for a conservative wealth preservation strategy.
Top Estate Planning Tools for Asset Protection
I was on a Discovery Conference with a client a few days ago who had recently signed up for our elite Private Wealth service. For most clients, the Discovery is a chance to be really clear what they are hoping to get from the planning.
5 Reasons to Have an Offshore Bank Account
An offshore bank account is one of the most traditional ways to start your overseas journey. It's a very useful tool if you plan to invest in another country, buy…
Foreign Real Estate Investments in Your Self-Directed IRA
Individual Retirement Accounts (IRAs) are a big part of many American investment plans – to the tune of $13 trillion in 2021.
Nevis LLCs: Are they worth it?
LLCs are almost perfect. They’re easy to form and administer, making them a great way to hold a business or investments. But they’re also an amazing asset protection tool. Why? Because…
Puerto Rico Tax Incentives: How Much Can You Really Save?
I must admit – when we first heard about the new Puerto Rico tax incentives back in 2012, we didn't think they would last. That's because the potential benefits were…
Form 8858: What You Need to Know Before You File
What is Form 8858 If you're trying to figure out whether you need to file Form 8858 and how to do it, you're in the right place. US citizens and…
How to Get a Second Passport: 7 Legal Ways
The process of getting a second passport is a big decision. And one where's there's a one-size-fits-all approach. Some people are lucky enough to claim a second citizenship through their…
Foreign Real Estate Investments for Americans: Why or Why Not?
When you think of foreign real estate, you might picture a retirement house by the beach. But for many of our clients, investing in property abroad is used for a…
The Foreign Earned Income Exclusion (FEIE): Tax-Free Income?
The United States is one of only two countries in the world that taxes the worldwide income of citizens who live abroad. No matter how long you live outside the…
Are Swiss Bank Accounts Safe?
Are Swiss Banks Safe? Switzerland is one of the most popular places for our private consulting clients to set up an offshore bank account. That's not because we're biased in…
Is a Bridge Trust Worth It?
Do You Need a Bridge Trust? Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow "better" than a domestic trust…
A Review: Is Old Glory Bank Safe?
Twice in the past few weeks, clients have asked us about Old Glory Bank. It's being heavily promoted on media outlets like Fox News. Given how much we talk about…
![The Truth About Home Storage Gold IRAs [Updated for 2024]](https://cdn-cgnhb.nitrocdn.com/ZKSprjXsTOgMJltgEVzOLijCmVKGsFpA/assets/images/optimized/rev-b6e1e7b/www.nestmann.com/wp-content/uploads/2024/03/240313-hdr-home-storage-gold-ira-700x280.jpg)
The Truth About Home Storage Gold IRAs [Updated for 2024]
The Truth About Home Storage Gold IRAs [2024] There's a lot of misinformation when it comes to holding precious metals in a retirement plan. So let's debunk them once and…
4 Reasons to Take Your Crypto Offshore
How to Move Your Crypto Offshore With the price so high, Bitcoin is back in the news in a big way. But it's a topic we've dealt with a lot…
How to Ship Gold Internationally in Six Steps
It's perfectly legal to move gold and other precious metals in or out of the United States in any quantity. In our consulting practice, clients regularly contact us about wanting…
![What is a Living Trust and How Does it Work? [2024]](https://cdn-cgnhb.nitrocdn.com/ZKSprjXsTOgMJltgEVzOLijCmVKGsFpA/assets/images/optimized/rev-b6e1e7b/www.nestmann.com/wp-content/uploads/2024/03/240307-hdr-what-is-a-living-trust-700x280.jpg)
What is a Living Trust and How Does it Work? [2024]
Are you thinking about how best to pass your assets onto your family, friends or chosen charity? If so, a Living Trust might be worth a closer look. Unlike a…
Gold IRA vs Physical Gold: What’s Better?
Recently, one of our consulting clients was wondering the best way to invest in gold. He already had some physical gold at home but had heard about something called a…
- 1
- 2
- 3
- 4
- …
- 18
- Go to the next page