Establish Offshore
Banking Profile
Select Investment
Options
Review &
Order
Step 1: Build Offshore Structure.
Tell us briefly about your situation and overall goals. Your answers here will determine the basic elements of your offshore structure.
Build Offshore
Structure
Choose IRA
Options
Select IRA
Investments
Review &
Order
Step 2: Choose IRA Options.
Please tell us how you intend to use your retirement funds once they are offshore. Your answers here will determine the proper setup of your offshore structure.
Step 3: Select IRA Investment Options.
Next, please tell us if you want an offshore investment account included in your offshore IRA package.
Step 2: Establish Offshore Banking Profile.
In this step, please tell us about your current and/or future assets and how you wish to use them once they are secured offshore. Your answers here will aid in narrowing the list of prospective financial institutions to
those that best accommodate you.
Step 3: Select Investment Options.
Now, please tell us about the account features or services you would like included in your offshore Package.