I had a call with a client earlier this month who asked us to structure some foreign real estate for him as part of his dollar diversification plan. During the conversation, he happened to mention a multi-million-dollar IRA. I asked him if there was any reason he wouldn’t move that offshore?
Especially since the beginning of the year, one theme has come up repeatedly in conversations with clients: concern about the decline of the US dollar.
Buying property abroad can be exciting. But unfortunately, all too often we hear some variation of: “I jumped in a little too early without thinking it through.”
Over the last decade or so, Panama has become increasingly popular for Americans looking to buy foreign real estate – and sometimes even move themselves – overseas.
If you live abroad and qualify under IRS guidelines, the Foreign Earned Income Exclusion (FEIE) can allow you to exclude up to $130,000 in earned income from US federal income tax in 2025.
There’s something deeply appealing about the idea of owning property overseas. Maybe it’s the lifestyle. Maybe it’s the income.
Because our readers ask about them, we talk a lot about “complicated” topics like second citizenships, offshore trusts, and other foreign structures. But sometimes the simplest move is the smartest.
For years, foreign bank accounts were a great first step for Americans wanting to go offshore. They offered privacy, currency flexibility, and access to international markets.
As the global landscape becomes increasingly uncertain, more of our American clients are asking about viable options for establishing a foothold outside the United States.
Despite what you might have heard, Americans can still open offshore bank accounts. Yes, it’s harder than it used to be. But it’s not impossible.
“The world is changing, and not for the better.” We’ve been telling our clients this for years, and it’s truer today than ever.
We get a lot of inquiries about owning property in Costa Rica. It makes sense – the country has long been a magnet for American investors and expats drawn to its stunning beaches...
Many Americans with property or assets abroad wonder what must be reported to the Treasury and IRS and what can remain private.
Many clients come to us with a common desire: to get some of their assets out of the US dollar.
We get a lot of inquiries about offshore trusts. More often than not, we end up talking someone out of setting one up rather than recommending it.
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 so good, we assumed pressure from Washington would eventually shut it down.
Some years ago, a client presented something called a Bridge Trust to us. He was told it was somehow “better” than a domestic trust and offshore trust. How? By combining the two together into one powerful tool.
Congress tends to bury some of its most repressive legislation in the fine print of bills supposedly intended for other purposes. The Corporate Transparency Act (CTA) is just one of the more recent examples of many.
Why Economists and the Government Don’t Like Cash Economists and governments have long had a very low opinion of the cash you carry in your wallet or stash in a…
This Is What Can Happen When You Screw Up Your Estate Plan Who can forget the soaring voice of Aretha Franklin? Whether singing a gospel standard like “Amazing Grace” or…
Before discussing deglobalization, let’s first understand what globalization is, its significance, and how it has shaped the world economy.
The Equifax Breach In May 2017, credit bureau giant Equifax had virtually its entire database of consumer credit reports stolen by hackers – more than 148 million in all. The attack…
From $21 Trillion to $94.7 Trillion: The Pentagon's Escalating Financial Discrepancies Back in 2019, we poked fun at the Department of Defense (DOD) for, as we put it, "losing $21…
As financial markets worldwide teeter on the edge, the stories of individual investors facing monumental losses serve as a stark reminder of the fragility of our economic systems. The financial downturn of 2022, punctuated by the collapse of Archegos Capital Management, is a case study in the vulnerabilities lurking beneath a seemingly stable economy.
In May 2022, we welcomed the news that the Brennan Center for Justice had published a batch of formerly secret government documents dating back to the 1950s. These files relate to Presidential Emergency Action Documents (PEADs)—secret plans drafted to ensure "Continuity of Government" (COG) in the aftermath of a nuclear war and, later, in other emergency conditions.
Earlier in April 2022, the Labor Department announced yet another month of inflation worse than at any time since the 1980s. The March Consumer Price Index (CPI) showed inflation increasing at an annual rate of 8.5%, up from 7.9% in February.
In the early 1990s, former Federal Reserve Chairman Alan Greenspan reportedly said something to the effect that when inflation rises, "you’ll switch to something cheaper—more hamburger will show up in your meals than steak."
On February 24, 2022, Russian President Vladimir Putin shocked the world by invading Ukraine. While the situation remained fluid at that time, there were critical lessons to be learned from Putin’s actions—lessons that Western politicians and mainstream media may not have shared with you.
Every year, the US government enforces a vast and complex network of sanctions, aimed at curbing activities that threaten national security, foreign policy, or the economy. These sanctions are designed to target individuals and entities involved in illicit activities.
If you’re an American, your life savings probably are overwhelmingly in this asset—the US dollar. Since 1913—not coincidentally, the year the Federal Reserve came into existence—the dollar has lost about 99% of its value relative to gold.
Every week, we publish a new insight or strategy to help you understand your international options, weigh the pros and cons, and avoid common (and costly) mistakes. No hype, no jargon — just practical experience from decades of helping Americans invest internationally.
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The Nestmann Group does not sell, rent or otherwise share your private details with third parties. Learn more about our privacy policy here.
By signing up for this briefing, you’ll also start to receive our popular weekly publication, Nestmann’s Notes. If you don’t want to receive that, simply email or click the unsubscribe link found in every message.
