Growth-Oriented
Unlimited, Hyper Tax Efficient Retirement Savings Plans
We help you to set up functional retirement savings plans that are U.S. tax compliant. Our customized plans provide many benefits you won't want to miss:
Reduce Risk Exposure
The Retirement Savings Plan is set up outside of the United States, allowing for retirement plans to provide protection from creditors within the United States.
Structure Investments
The Retirement Savings Plan is able to invest in and hold PFICs and other non-U.S. investment products, such as foreign insurance policies and U.S. quoted stock.
U.S. Tax Compliant Strategies
The Retirement Savings Plan provides a tax efficient savings vehicles for U.S. taxpayers, including U.S. citizens and permanent residents.
Transactional Support
We offer clients and their wealth planning advisors the global tax technical expertise to support The Retirement Savings Plan including all U.S. tax reporting requirements.
Global Tax Solutions
For Wealth Preservation
Staffed by recognized experts in the area of international tax for people, we help clients set up retirement savings plans that provide a combination of U.S. tax deferral and U.S. tax avoidance.
The retirement savings plan may be considered as an alternative form of a tax efficient savings vehicle that takes advantage of the U.S. income tax treaty network.
The Retirement
Savings Plan Opportunity
Discuss the U.S. tax planning opportunities in more detail.