How to Move Your Defined-Benefit Plan Offshore

Today I’ll show you how to take your U.S. defined-benefit plan offshore in 5 steps. If you want to maximize asset protection and diversify your defined benefit plan offshore, this post is for you. Taking your plan offshore and placing it behind an added layer of security is the best asset protection available.

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Economic Second Citizenships: The Time is Running Out

John Templeton, one of the most successful investors of all time, saved himself approximately $100 million in taxes in 1992. Templeton sold his successfully money management business that year, but the IRS had no legal claim to collect.  You see, Templeton is a highly spiritual man and is immensely wealthy.  And he’s also extremely philanthropic, as he plans to have given nearly all his money away before he leaves us. But John Templeton, as successful a man as you’ll find anywhere, made an interesting choice along the way.

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