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Protect your IRA by taking it offshore.

It may come as a pleasant surprise to many to learn that a U.S. retirement account such as an Individual Retirement Account (IRA) or 401K/403B can be moved completely offshore. The good news is, moving your retirement account offshore is not only possible, it's easier than you think. And the best part is: transferring part or all of a US retirement account offshore does NOT create any tax consequences.

Moving your retirement account offshore GREATLY increases your control and opens up a new world of investment possibilities.

When an IRA/401k account is moved offshore, you as the client, are the sole signatory on the investment account, and as such, you have complete control over the account and all investment decisions. An IRA that has been moved offshore may buy and sell any investment anywhere in the world, including U.S. and international stocks, futures, Forex, ETF's, mutual funds, real estate, hedge funds and precious metals such as gold, silver and platinum.

How an IRA is moved offshore:

1. A Self Directed IRA account is established. A Self Directed IRA is a specific type of an IRA that is designed to give the client maximum control over his/her retirement account and the investments in it.

2. The client forms an offshore company that the Self Directed IRA will own.

3. The offshore company opens an offshore brokerage account. The client is the sole signatory on the account. As the sole signatory, the client makes all the investment decisions and can actively trade, buy, and sell any investment available anywhere in the world including precious metals and real estate.

4. The client moves funds from his/her existing retirement account in the U.S. to the new Self Directed IRA. The licensed IRA trustee will then forward the funds to the offshore brokerage account.

5. Funds arrive at the offshore brokerage account. Your IRA is now safe and protected offshore. You may now buy and sell whatever investments that you want through the offshore brokerage account with all of the tax benefits of an IRA/401k account and all of the privacy, protection and safety benefits of an offshore account.

HFS will oversee the process of moving your retirement account offshore. We have created the Move Your IRA Offshore Package that includes everything needed to move your IRA or 401K offshore.

Order the package directly from the Services and Fees page or Contact Us for a free consultation. You may also visit the Offshore Planning Center and obtain an offshore IRA package custom built to suit your needs.


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