Offshore IRAs

As part of our one stop shop services for offshore wealth planning, we have in-house expertise on Individual Retirement Accounts for Americans. IRAs often represent a substantial part of individuals’ net worth, and yet they are rarely diversified internationally. Peter Macfarlane has always made a point of advising sophisticated investors to take control of their IRAs themselves, thereby taking control of their own financial independence.

Retirement savings are definitely not something to be risked on a whim. On the other hand, there is no reason to allow the financial ‘establishment’ to manage your savings either. Many people are unaware that simply by filing a few simple forms, they can move their IRA funds to a more flexible custodian, and then invest in an offshore LLC which the investor controls. This in turn can hold a diversified international portfolio of assets, carefully selected by you the investor.

Whilst we have a strict policy of not getting involved in actual investment decisions, we can help you with the nuts and bolts of moving your IRA assets offshore, working with IRS-approved custodians and an external corporate service provider.

For further details, please do not hesitate to contact us.