Swiss Bank Accounts and Investment Management: Your Own Completely-Legal, Super Safe, Tax-Free Offshore Account -- And Not Even the IRS Has to KnowThe Minerva Group, Inc., 2002 - 116 sider This book is written for the serious person of means who wants safety and performance from invested wealth. No matter where you live or what economic and political hazards your country of residence presents to investment you owe it to yourself to consider Switzerland as the place to put your hard-earned money, especially in the Swiss insurance annuity. In my experience a comparison of the Swiss annuity with more traditional forms of asset protection shows that an annuity can serve the same function as trusts or similar legal devices but produces a far greater return for your money with complete safety and less complexity. Here we are concerned with personal wealth, its creation, expansion and preservation. In that context it is not understatement to describe the Swiss financial system's unequaled world record as unique in combining investor safety with assured earnings. Thoughtful people who value financial freedom and asset protection know this well. The question is why any serious foreign investor fails to avail himself of the many benefits of the Swiss system. The answer is; the serious investor never fails! Every person should plan for the important aspects of their financial life. One major area is estate planning which hopefully will insure that at the time of death property passes without incident according to the deceased's wishes. The second area is lifetime financial planning which seeks to build and manage an investable estate to provide assets and income. The third area, the one I will address, is asset protection, an indispensable element without which the other two can be rendered meaningless. This is one of the first books to discuss the portfolio bond, an insurance product offered by companies in Switzerland, which offers significant asset protection, tax and privacy advantages for American investors. |
Innhold
Foreword | 1 |
Swiss History Provides The Base for Asset Protection | 4 |
An Oasis of Financial Security | 16 |
Why Invest Abroad ? | 22 |
The Swiss Insurance Industry | 38 |
Swiss Insurance Annuities | 51 |
Trusts vs Swiss Annuities | 64 |
International Asset Protection Trusts | 70 |
Partnerships vs Swiss Annuities | 79 |
Swiss Annuities vs US Annuities | 89 |
IronClad Protection for Your Swiss Annuity Assets | 96 |
Portfolio Bonds for Asset Protection | 99 |
To Serve You in Switzerland | 106 |
About the Author | 109 |
Vanlige uttrykk og setninger
annuity income asset protection trust avoid bankruptcy beneficiaries benefits billion cantons capital citizens clients cost created creditors currency debt deposit economic entity family limited partnership family partnership federal foreign asset protection foreign trust funds grantor gross domestic product heirs important imposed inflation insurance industry insurance policy interest and dividends interest rates investor irrevocable judgment jurisdiction legal and tax lifetime income limited partner living trust lump sum mark fax offshore corporation offshore trust ordinary income ownership paid partnership assets partnership interest pension plans policyholder Portfolio Bond probate profits regulators regulatory revocable risk savings and loan settlor spouse Swiss annuity Swiss franc Swiss insurance annuity Swiss insurance company Swiss investment Swiss law Switzerland tax law testamentary trust transfer trust assets trust creation U.S. courts U.S. dollar U.S. economy U.S. income taxes U.S. insurance companies U.S. tax wealth