4 Events That Could Leave You Penniless And Powerless By 2029
Why your liberty, future, and everything you
own is at stake…
As of 2019, it is now easier and cheaper than ever before in history to avail of the same wealth strategies as the rich and powerful.
Unfortunately, this new middle-class ability is destined to be short-lived…
Quiet but sinister factors are at work…
In fact, I’ve identified at least 4 upcoming events that could leave you penniless and powerless within the next 10 years.
Before we get into that, though, I need to quickly introduce myself…
My name is Lief Simon.
I’m the co-founder of Live Invest Overseas, Director of Global Property Advisor, and Editor of two popular publications, Simon Letter and Offshore Living Letter.
I began investing and diversifying offshore 26 years ago.
Back then, my CompuServe e-mail account was useless for the research I needed, and I had to get by with books of stamps
and a library card. Intelligence services like the ones I offer now wouldn’t come around for at least a decade.
In others words, it wasn’t easy when I started…
It didn’t take long to realize why it was mostly the rich and powerful—with their armies of trained assistants and expensive networks of attorneys and other experts
—that were using these offshore methods for protection and profit.
But I kept at it… I spent months of time and thousands of dollars on research and travel. Unsurprisingly, I made plenty of mistakes in the early days…
It took years, but I learned from those blunders, I developed an impressive network of experts of my own, and, eventually, I learned how to make a lot of money.
Of course, a key to making money is not losing money…
And that’s where this “going offshore” thing really shines…
The hard work I did in those early years—and all of that time and money I spent—ended up saving me a fortune… two fortunes, actually…
You see, thanks to my offshore plan, I easily sidestepped two of the biggest wealth destroyers of our modern time…
The 2000 Dotcom Crash and the 2008 Financial Crisis.
You know as well as I do that each of those events devastated millions of retirement plans across the country… they forced a lot
folks out of retirement… and many more out of their homes.
I hate to say it, but the coming threat I have identified is bigger than anything we’ve experienced in the past 20 years…
I feel well prepared for what’s coming down the tracks… and I want you to be prepared, too.
First, this has nothing to do with trillion-dollar debt or immigration or careless money printing or even terrorism…
Yes, those are all threats to your wealth in both the short and long term…
And, yes, the right offshore strategies can protect you from each of them…
But what I’m talking about is much more likely to affect you personally… and much sooner than anything else…
In fact, I’ve uncovered at least 4 events that could leave you penniless and powerless within the next ten years…
1. Worst-kept secret on Wall Street:
The next crisis could be the
If you’re like the vast majority of Americans, you are heavily invested in Wall Street… you have a 401k, an IRA, or a simple investment brokerage account. You might even have a pension plan tied to stock.
We all know the stock market is a fickle beast, but time has proven it’s relatively easy to make money over the long run… that is, as long as you can avoid a major crisis…
Get caught in a Wall Street crash or correction, and you can lose several years to decades of savings. It’s estimated that the average retirement account lost 25% of its wealth in the recent Great Recession.
Unfortunately, the frequency of these crises is accelerating…
Used to be that decades of time passed between financial crises. This is no longer the case. Just take a look at the last 100 years or so…
- Great Crash of 1929… sparking the Great Depression…
- Flash Crash of 1962… 33 years later…
- Black Monday of 1987… 25 years later…
- Dotcom Crash of 2000… 13 years later…
- Financial Crisis in 2008… 8 years later…
Aside from the ominous trend, what else do you notice?
That’s right… we’re past due for another crash.
Now, I enjoy research, and I have the benefit of seeing all of this from the outside looking in… but I’m not a Wall Street expert; both my expertise and my wealth are with real assets.
However, I know enough to pay attention to what the world’s greatest financial minds are saying:
Ray Dalio, founder of Bridgewater Assoc., easily the largest hedge fund in the world…
Predicts a recession by 2020: “The probability of a recession prior to the next presidential election would be relatively high, maybe 70 percent.”
Paul Tudor Jones, famous investor who predicted the 1987 crash…
Predicts a recession by 2020: “We are replaying an age-old storyline of financial bubbles that has been played many times before.”
Scott Minerd, Chief Investment Officer for Guggenheim Partners…
Predicts a recession this year: “I have come to realize that the markets are potentially on a collision course for disaster… We will enter the next recession with the highest debt load on record for corporate balance sheets.”
Jim Rogers, famous Wall Street and global markets investor (and investment biker)…
Predicts an imminent market crash that will be “the biggest in my lifetime…
“You’re going to see governments fail,” Rogers says. “You’re going to see countries fail this time around.”
The outlook is bleak for Wall Street. Whether it’s in 2020 or 2029, a correction or worse is going to happen… just like it always does eventually.
What’s more, I can assure you that each and every one of the famous investors I’ve quoted above has diversified his wealth offshore. For, even without the threat of a crash, they all understand that you must have a Plan B in place. Not to do so is foolish and irresponsible.
You can be like these savvy and successful investors… or you can get caught in the coming storm like so many unprepared investors in the country are going to be.
If you have a 401k, an IRA, or a pension plan based on Wall Street, consider this your come-to-Jesus moment.
2. Could the country’s greatest thief target you next?
Did you know that, in 2014, the U.S. government officially became the country’s biggest thief?
An impressive feat to be sure, and to the tune of more than $5 billion dollars.
Take a look…
And if you thought that the police were simply doing a better job, think again…
The Department of Justice recently released an alarming report:
Since 2007, about $3.2 billion (yes, with a “b”) of the cash seizures were “forfeited administratively.” In other words, the cash was taken without proof or criminal convictions.
And that just covers the cash… the values of seized assets and properties could be as much or more.
The Inspector General himself concluded that these seizures “present potential risks to civil liberties.”
Well, that’s one way to put it.
Again, we’re not talking about criminals getting fleeced by the government, we’re talking about regular folks like you and me…
Lyndon McLellan had been running the L&M Convenience Mart in rural Fairmont, North Carolina, for more than 10 years. One day, without warning, the IRS confiscated his life savings of $107,000… money that had taken him more than 13 years to save.
He was not charged with any crime.
And, indeed, after a fight, he got his money back… but the government refused to compensate him for over $19,000 in legal and accounting fees.
This is becoming an alarmingly frequent occurrence.
Mandrel Stuart was the 35 year-old owner of a small barbecue restaurant in Staunton, Virginia: Smoking Rooster’s BBQ Pit and Caribbean Cuisine.
One day while on his way to buy restaurant supplies, he was stopped on suspicion of having improperly tinted windows on Interstate 66 in Fairfax.
He had $17,550 in cash in his car.
The money was confiscated by the police… even though he was never accused of a crime, and hadn’t done anything wrong.
Mandrel decided to fight. And when the government offered to give him half of his money back, he demanded a jury trial.
He eventually won, and they gave all of his money back, including his $12,000 in legal fees.
But, in the meantime, he lost his business because he couldn’t cover his overheads without that money tied up in the courts. Smoking Rooster’s is permanently closed.
Carole Hinders had owned and operated Mrs. Lady’s Mexican Food in Spirit Lake, Iowa, for over 38 years before the IRS swooped in and cleaned out $33,000 from her bank account.
Because Carole runs a cash-only business, it’s necessary to make frequent bank deposits to minimize the amount of cash in the restaurant.
As a result, the IRS accused her of making deposits of less than $10K in order to avoid them being reported by the bank. They proceeded to freeze all of her accounts.
“They didn’t read me my rights,” Carole said. “They didn’t say ‘you need to get a lawyer.’ There was no notice of any kind.”
Carole eventually got her money back, but she was not compensated for her court fees nor the lost interest from the money… a total loss of about $72,000.
I’ve seen and heard dozens and dozens of similar accounts. Asset seizures by the government are at an all-time high, and you don’t need to have done anything wrong to have your property confiscated.
A 10-month study by The Pittsburgh Press showed that 80% of the people who lost property to the federal government were never even charged.
And, as with Lyndon, Mandrel, and Carole, most of the seized items weren’t the luxurious playthings of drug barons but the hard-earned savings and property of ordinary people.
Remember when America was proud of its entrepreneurs?
Unfortunately, these days, business owners have also become a target among their fellow citizens…
3. Brace yourself:
You are going to be sued
within the next 10 years…
Every American adult is a potential target for a lawsuit today.
More than 40 million lawsuits are filed in the United States each year. We have less than 5% of the world’s population and 80% of the world’s lawyers.
As an American, you have a 1 in 10 chance of being sued within the next 365 days. It’s worse if you own your business—your odds skyrocket
to a 1 in 3 chance.
It’s likely you own a car or a property. Both of these assets put you at risk… heck, even if you only own a dog, you could lose it all.
You have a 1 in 10 chance of being sued within the next 365 days
Dog bites usually cost owners $10,000 in settlement losses… and up to $5,000,000 if the cases goes to court.
And make no mistake, even if you’re not at fault and even if you think you have a good case, your lawyer will likely suggest settling out of court to the tune of tens of thousands of dollars in losses.
You know the truth as I do—you don’t have to be negligent to lose everything you own to a lawsuit. You just need to have assets worth targeting.
Sadly, even if you don’t own property or a car or a dog, and your biggest or sole asset is your retirement savings, you’re still not safe.
If you’re part of an employer-sponsored retirement plan or 401(k), you are indeed protected by federal law. But, if your funds are in an IRA or Solo 401(k), then you’re at the mercy of state regulations.
Some states hang you out to dry, leaving all of your IRA retirement funds exposed to plaintiffs… some protect only part of your IRA… and some have protection similar to the federal government’s.
It’s a dangerous lottery in which the rules of the game depend on which state you’re sued in.
And all bets are off when it comes to an ex-employee or an ex-spouse…
4. Love Trump?
As you know, President Trump’s tax cuts went into effect last year.
The Tax Policy Center estimates that the average middleclass taxpayer saved $1,000 in 2018 dues to these cuts… or about $20 a week.
While it’s not much, it’s certainly better than nothing…
However, Congress’ nonpartisan Joint Committee on Taxation warns this new tax plan will add more than $1.4 trillion to the budget deficit over the next decade…
And what do you think will happen when we have a new president and these cuts expire several years from now?
I can tell you this: It won’t be another tax cut.
Tax cuts are always followed by tax hikes.
Taxes are sometimes delayed or deferred, but they are never escaped.
It may be delayed some years, but you’ll never escape your ever-increasing share of taxes…
What’s worse than higher taxes?
The death of capitalism and life in the United States as we know it.
I don’t know your situation, but, depending on where you live and what you do, life right now might seem downright peachy.
Unfortunately, that’s not the truth for most of the country…
In fact, the American middle class is dying.
A report last year from Pew Research Center says the middle class is now around only 50% of the total U.S. population. That number has steadily ticked down every decade since 1971, when it was 61%.
Why? Wages are not keeping up with inflation nor with the cost of living…
It’s more expensive to go to the doctor… to buy groceries… to pay rent… even a simple cup of coffee can have an outrageous price.
It now costs about $233,000 to raise a child to age 17.
With lower wages and higher costs, the average American parent has had to adapt by working more.
As a result, the number of households in which both parents work has shot up to almost 50%.
The average American is working harder for less results… and they’re not happy about it.
It’s the sad truth, but the days when the American middle class were the envy of the world are long over.
And even those Americans who aren’t struggling with bills and multiple jobs are in danger. Bottom line, your assets and investment accounts are at risk.
Take a look at this from the Washington Post:
Again, we’re on borrowed time when it comes to Wall Street.
The market correction late last year is looking more and more like the truth, and the longer the markets are propped up this year and beyond, the harder the fall will be…
The signs are there if you care to look… ominous times are ahead, no matter your situation.
The millennials are coming…
Unfortunately, the middle class isn’t the only one walking up to the hangman’s gallows… capitalism will be the next American institution to die.
Some might say it’s already started…
The millennials and “Generation Z” have arrived.
Hopefully you’re sitting down, because this next statistic is a doozy:
51% of young American adults (aged 18-29) prefer socialism to capitalism.
What’s more, only 45% of those Americans see capitalism in a positive light… and that number is steadily falling.
These folks gave more presidential primary votes to socialist candidate Bernie Sanders than to Clinton and Trump combined in 2016.
Combine these political trends with the dying American middle-class, and you can bet the future will be much more different than you imagined.
Now, I understand if you might be tempted to say that this new Socialist Millennial Wave can’t affect you…
Surely, you might think, it will take time before they can wield any power…
Do you remember the mid-term elections last year?
If the results didn’t shock you, you missed an important fact:
Your fellow citizens elected 46 new socialist politicians in 2018. The Democratic Socialists of America, which backed nearly all of them, said this was “the rebirth of the American socialist movement after generations in retreat.”
Among these new power-welding socialists, you likely already know about Alexandria Ocasio-Cortez. She’s the U.S. Congresswoman who promised that “Capitalism has not always existed in the world, and it will not always exist in the world.”
And she’s not alone. Indeed, the Democratic hopefuls for president in 2020, led by the aforementioned Bernie Sanders, are moving increasingly further to the left.
Bill de Blasio, the mayor of New York City and a presidential candidate, said something that should send chills through your bones:
“Here’s the truth. Brothers and sisters, there’s plenty of money in the world. There’s plenty of money in this city. It’s just in the wrong hands.”
I don’t know about you, comrade…
But I’m making sure that everything I’ve worked hard to earn stays out of any “wealth redistribution” movements.
However, here’s the thing…
If you want to do the same, you need to get moving right now. You do not have much time left to put an offshore protection plan in place.
The good news?
This is all 100% avoidable…
And you can even profit while protecting your assets, saving on taxes, and
avoiding financial ruin
You could do nothing…
And when the coming crisis comes, at least you’ll have the company of everyone else who’s doing nothing.
Or you can take control right now and be the master of your own financial future.
That is, you can position yourself for a world of new opportunities, while preserving everything you’ve earned so far.
I have dozens of colleagues and friends—many of them readers like yourself—who calmly sailed through.
the last recession because they were internationally diversified.
I want to be clear: I’m not suggesting that you do anything illegal. Far from it.
It’s a matter of organizing your assets using 100% legal strategies that make it impossible for anyone to seize them… and, in many cases, for the taxing authorities to tax them.
Going this route, you get to enjoy more of your money today… protect your retirement nest egg from further crises… and, when you’re gone, still leave behind something for the people you care about, without the additional pain of a huge tax bill or an expensive and lengthy probate process.
Really, the decision to take action should be easy…
Offshore Wealth Summit
Panama City, Panama
Oct. 9–11, 2019
- Protect everything you’ve earned…
- Pay almost nothing in taxes (legally)…
- Protect your assets from seizures and lawyers…
- Set up your estate and legacy plan…
- And enjoy the most prosperous retirement possible…
I've done it... thousands of my readers
before you have done it.
And now you can do it too:
- Not only survive, but thrive and build wealth during the upcoming financial and political crises….
- Set up an iron-clad defense against future litigation, frivolous suits, or divorce actions...
- Drastically reduce your tax obligations or even live near-tax-free...
- Learn how to avoid the biggest and costliest tax mistakes… we’ll also show you the IRS forms you need to know to stay compliant when diversifying offshore…
- Discover the 5 easiest places to obtain offshore residency, often without having to even live there...
- Get to know the world's best havens for bank privacy and legal offshore structures...
- Discover 3 ways to profit from the best international real estate opportunities...
- Learn the value of holding 3 different types of highly-valuable real assets offshore; these are stores of wealth that you do not need to report to the IRS...
- Learn the many benefits of incorporating and doing business offshore…
- Discover 6 easy ways to diversify safely outside the U.S. dollar and Wall Street to obtain a truly diversified portfolio (and never worry about a declining U.S. dollar again)...
- Rediscover the true privacy that existed in the United States 50 years ago…
Over 3 days in a private setting, you’ll connect with the world’s foremost offshore experts…
For Exactly 100 Forward-Thinking
When you join me and my staff of international experts at my 2019 Offshore Wealth Summit, you’ll not only be handed a comprehensive roadmap to the offshore world…
…but we’ll also help you build your own personal plan tailored to your specific needs and lifestyle desires.
Due to this focus on individual agendas, as well as the sensitive information that will be shared, attendance for this 3-day event is strictly limited to 100 Live and Invest Overseas readers.
Opportunities for going offshore come in all shapes and sizes.
Generally, going offshore involves moving at least part of your assets, your business, your banking—or even yourself—to a safe haven…
When it comes to retiring overseas, we know that there’s no one-size-fits-all paradise. Everyone’s perfect haven is different. The same goes for investing and structuring your affairs offshore.
The questions and considerations are many. The good news is that you don’t have to try to wade through them by yourself…
We’re going to sit you down and explain exactly how you can avoid the coming crises in American and the rest of the world.
Even better, if you don’t want to live overseas, you do not need to do so. These are strategies that every truly wealthy and powerful U.S.-residing citizen is already using.
Join us and we’ll show you how to join them…
You’ll learn how to diversify your assets across type, currency, and market, so that you’ll sleep soundly through the coming financial disaster on Wall Street, in Asia, and in Europe.
You’ll hear the simple way to make it virtually impossible for the government or litigants to seize your hard-earned money and property…
And you’ll discover your path to true independence, so that you and your family can prosper no matter what happens in the United States and beyond…
When we meet for the Offshore Wealth Summit in Panama, you’ll come away with a virtually iron-clad system for keeping your assets safe from judgments in the United States.
And if your plan has anything to do with buying a home or other investments overseas, common wisdom says to do it now while the dollar stretches your buying power so much further.
Discover The Power Of A
Foreign Residency… Or Two
Obtaining residency in another country provides you with more flexibility and security than any other strategy you could employ.
With a residency visa, you have full access to the local banking system, financial services, and equity markets. And often you can easily establish the overseas location as your “tax home”… a legal move that could save you thousands.
In many countries, there is no requirement that you actually live there to obtain residency… and you only need to put in an appearance now and then to keep it current.
Another advantage is that residency usually leads to citizenship allowing you to obtain an all-important second passport… the ultimate back-up plan if things do get really nasty back home.
And, most importantly, a foreign residency guarantees you another place you can call home… a place you’re always welcome should you want or need to go there.
This is the best in asset and litigation protection… and the more residencies you have the better.
At the Offshore Wealth Summit, my team and I will guide you to the best and easiest places for obtaining foreign residency and cover the pros and cons of each country.
Don’t be an Elvis…
When the king of rock ‘n’ roll died in August 1977, his estate was valued atmore than $10 million.
Unfortunately, Elvis Presley’s will wound up going through probate, and it took three years for the lawyers to work things out in court. Finally, the court ruled that the estate should pass to his only daughter, Lisa Marie.
But Lisa Marie Presley didn’t get the $10 million. Between taxes and legal fees, Elvis’s estate was reduced to just $3 million.
Yes, 70% went straight to the taxman and the lawyers, while his daughter was left with just 30 cents on the dollar.
Another king, however, was the Oil King H.L. Hunt, and his story has a far-different ending.
Just prior to his death in 1974, Hunt’s net worth was an estimated at $2 billion… that’s about $9.6 billion in today’s dollars.
Fortunately, this king was better prepared. He had carefully distributed his assets into all sorts of legal structures—funds, trusts, life insurance… you name it.
After his death, the only asset that could be linked to H.L. Hunt was a pick-up truck worth $2,000—hardly worthy of a courtroom battle. His fortune remained intact.
Frankly, this tale of two kings reflects your two estate-planning options: reserve it or give much of it away.
The moral of the story? Only you have control over your wealth.
You—not the government, creditors, litigants, or the banks—get to decide what happens to your assets, now and in the future.
Real Estate: The ultimate tool
in asset protection
and a foreign asset that you don’t have to declare to the IRS
Believe it or not, as of right now, you can own a second home in a foreign country (whether for investment or personal use), and you are not obliged to inform the U.S. tax authorities.
Real estate is the ultimate tool in asset protection… it’s impossible for anyone in the United States to seize and repatriate it.
The beauty of this is that you don’t have to be super-rich to use real estate overseas to protect your wealth. Opportunities to buy land, houses, and apartments—for both investment and personal use—exist at all price levels.
And, while not liquid, real estate can fill a number of needs in your portfolio, aside from serving as a seizure-proof asset.
Investors are earning incomes
of more than 8% per year…
(plus capital appreciation)
Of course, you can hold real estate for potential capital gain while it’s protecting your wealth.
And, even more popular these days, it can serve to generate a handsome income… in some markets it’s easily 8% or more.
Another benefit of holding international real estate is that it often allows you to diversify outside the U.S. dollar and generate non-dollar income.
Having cash in currencies other than the dollar is the only true diversification when it comes to liquid assets.
But the biggest advantage is that—in addition to capital gains, income, and currency diversification—you can also use your real estate investment as your vacation home or retirement home.
At the Summit, our experts will analyze the best places in the world to invest in real estate and even show you specific opportunities in the markets we believe have the best potential.
You’ll have the opportunity—but certainly not the obligation—to invest in foreign property right at the Summit.
But is this stuff even legal?
It really is this simple: Don’t pay a single penny more in taxes than you are required.
The IRS certainly won’t tell you if you’ve overpaid… in fact, more than a million people overpay every year, to the tune of at least $1.4 billion in unclaimed cash.
No, this isn’t a moral dilemma… it’s about following the law.
You see, there’s a big difference between tax evasion and tax avoidance.
Tax evasion will land you in jail. Tax avoidance is just plain ol’ smart.
I mentioned President’s Trump’s new tax plan earlier…
While he’s required to tout the bill as a nod to the middle class, the truth is that the tax bill is mostly an attempt to get businesses—and their profits—back into the United States where they can be taxed.
You’ll note here that the U.S. government could not force these companies to pay…
Keeping money overseas and out of reach of the taxman is completely legal.
In fact, the government had to come up with an irresistible deal just to lure these profits to where the IRS could get their cut…
Apple managed to avoid paying $12.5 billion in U.S. taxes in just two years. And, over a four-year period, they managed to shelter $40.4 billion in earnings. But, again, Apple did absolutely nothing wrong… it was entirely legal.
In fact, they owe it to their shareholders not to pay one penny more in taxes beyond what’s legally required. They’d be irresponsible to do otherwise.
And you shouldn’t pay one penny more than necessary either.
As long as you’re acting within the law, taking advantage of a strategy like this is absolutely a good thing.
A retired friend of mine—with an earned income of less than $50,000—uses the same idea to legally avoid taxes on almost all of his income. In fact, I use the same principles myself.
Unfortunately, most people think these strategies don’t apply to them… and end up paying far more in taxes than they need to.
At this year’s Offshore Wealth Summit, our team of international experts will show you exactly how you can maximize your tax savings.
What’s more, we’ll coach you through your own personal strategy if you’d like a one-on-one consultation.
I’ll introduce you to
some new ideas…
Once you open your eyes to the world of offshore asset protection and investing, you’ll discover a whole world of opportunity that doesn’t exist within U.S. boundaries.
For example, a popular investment is to make cash investments with property developers. These investment loans—usually secured by property—typically pay interest rates that are well above market rates.
Granted, there are a lot of fly-by-night developers out there… but there are a lot of solid developers too with long track records of success who fund their projects this way. These are the developers we seek out to bring to your attention.
My team and I will also present opportunities for you to co-invest with developers: a strategy that often has a larger upside potential than making a loan.
Also, many people don’t realize that the 5% savings account and the 6% CD are alive and well in a number of offshore jurisdictions.
And, with an offshore presence, you’ll also have the chance to invest in stocks, funds, and markets that simply aren’t available within the United States only because they choose not to work under the heavy burden of U.S. regulations.
At this Offshore Wealth Summit, we’ll bring the safest, tried-and-true opportunities to the table for your review.
Offshore Banking Can Be Your Simplest And Easiest First Step Into The Offshore World
Contrary to what many think, you don’t need to be a multimillionaire to participate in the world of offshore banking.
I enjoyed this seminar very much. I don’t know how you got so many knowledgeable people in one place. It exceeded all my expectations.
V.R., United States
You could get started by simply opening a bank account in a haven that offers true private banking. In the right jurisdictions, it can be easy… easier than opening an account down the street in your hometown.
And something as simple as a foreign bank account gets your foot in the door in the offshore world.
Can’t meet the minimum deposit of $100,000 required to open an Austrian bank account? Then why not try Belize or Uruguay?
Uruguay offers accounts in dollars, euros, or Uruguayan pesos… and a small deposit is enough to get you started.
In Belize, you can open a private bank account today without depositing a single dollar. And you can set this up—and manage deposits and withdrawals—all from the comfort of your own home.
Opening a foreign bank account is just one of the simplest and easiest offshore strategies we’ll be exploring at my Offshore Wealth Summit… and we can make it happen for you right at the event.
Regain the personal privacy you used to have…
I can tell you from experience that there’s no feeling like being off the radar.
Sure, the advantages you realize in banking, finance, and investing are part of it. But a bigger part is that amazing sense of well-being and relaxation that comes from knowing you’re no longer at the center of world conflict.
And, what’s more, you’ll enjoy the simple luxury of not being watched… being able to say what you like on the phone or in an email without tripping a keyword trigger.
Believe me: When you’re living the low-key lifestyle in places like Uruguay… or the wine region of Argentina… or the coast of Chile… or the beaches of Belize… then the daily menacing news of terror threats, drone strikes, etc., seem like they’re from another planet.
You’ve opted out… and there’s no reason for anyone to watch you anymore.
You might decide to join the 8.7 million people who’ve adopted this lifestyle full time… or maybe you’d rather set down roots somewhere part time to lay the groundwork for this lifestyle as a future option.
Personal privacy and the ability to fly under the radar will be an important part of this event.
Why are we meeting in Panama?
When we sat down to decide where in the world to hold this Offshore Wealth Summit, we didn’t have to deliberate very long.
If you’ve been reading these dispatches for any time, you realize already that Panama is one of the world’s top offshore havens. The country welcomes both foreign retirees and investors with open arms.
When setting up offshore entities to protect your assets, you’ll find Panama’s financial services sector covers any possible service that you’ll need.
And as a foreign resident, you can pay zero income-tax in Panama.
Panama got a bad rap during the “Panama Papers” scandal, but it didn’t tell the whole story… the majority of the people whose privacy was infringed upon did absolutely nothing wrong. In fact, Steve Forbes had this to say about Panama:
Panama is one of the easiest places in the world right now to obtain foreign residency, thanks to its new Friendly Nations visa. It’s a top offshore banking haven. And this natural wonderland of a country hides the smartest beach, city, and mountain property buys anywhere on the planet today. And it doesn’t hurt that so many people here speak English.
For all these reasons, the selection of Panama for my Offshore Wealth Summit was an easy choice.
At the event, I’ll have the resources on hand to help you discover Panama and all it has to offer the offshore investor and the potential resident.
I’ve been honing these
important skills for
more than 25 years
I’ve been investing—including starting nine businesses—across the globe over more than 25 years. I’ve set up bank accounts, offshore corporations, and other overseas structures in many jurisdictions. I’ve established residency in multiple countries and have acquired a second citizenship and the passport to prove it.
Here’s what I’ve learned:
You don’t want to try this alone.
Each time I’ve set out to invest or do business overseas, I’ve called in
the pros: attorneys… tax consultants… bankers… structures experts… real estate advisors… and so on… people with many more years of far more focused experience than I in their respective areas of expertise.
And that’s exactly what I’ve done for this year’s Offshore Wealth Summit: I’ve called in the pros.
The experts who will help position you for success offshore
Speakers at the event are available for one-on-one consultation
When I decided to call this Offshore Wealth Summit, I put out a call to this network of offshore experts (my personal “offshore army” so to speak).
Over the three power-packed days of our program, this team of international attorneys, tax specialists, real estate investors, and more, will walk you through the best opportunities available to you offshore today.
And they will be on hand to answer questions on the issues that concern you, personally.
THE OFFSHORE STRATEGY GUY: Lief Simon
Lief Simon has been taking a diversified global approach—to business, to investing, and to life in general—and showing others how to do the same, for more than 25 years. Lief doesn’t talk the talk, he walks the walk… and he has an impressive track record of real-world experience and personal success.
At his Offshore Wealth Summit, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.
THE ASSET PROTECTION AND TAX GUY:
Joel Nagel is one of the world’s leading authorities on asset protection. At the Offshore Wealth Summit, Joel will introduce you to the most effective asset protection tools and strategies in the current global climate. Then he’ll walk you through how you use them to achieve an iron-clad and legal asset protection plan of your own.
At this special event, you will have the opportunity to work directly with Joel to select the right structures, strategies, and jurisdictions for you so that you can manage and reduce your tax burden, protect your assets, and leave a legacy for your heirs.
THE INTERNATIONAL ACCOUNTING & TAX GUY: Vincenzo Villamena
Vincenzo Villamena specializes in International Accounting and Tax Services for expats who want straightforward and transparent solutions. At the event, he will help you navigate the confusing world of expat taxes, ensuring you IRS compliance and maximized returns.
Vincenzo started doing expat accounting and tax services in 2005 to help out a few close expat friends. 14 years later, he has over 700 satisfied clients around the world and has become the go-to source for international tax support.
THE OVERSEAS AND RETIREMENT PLANNING GURU: Kathleen Peddicord
Known as the world’s foremost authority on international living and retirement, Kathleen Peddicord has been exploring the world for fun and profit for more than 30 years.
Kathleen, her husband (Lief Simon), and their family have been living abroad for more than two decades—in Ireland, France, and Panama. In total, she has traveled to more than 75 countries, invested in real estate in 24, established businesses in 7, and renovated properties in 6. She is interviewed and quoted regularly by The New York Times, Money magazine, CNN, and beyond.
Kathleen has written several books… including most recently the best-selling guides “How To Buy Real Estate Overseas” and “How To Retire Overseas.”
THE EXPAT TAXES AND ENTREPRENEUR GUY: Tom Rowley
Dr. Tom Rowley is an international tax expert who has lived and worked in Latin America for more than 10 years.
As a business builder himself, Tom helps entrepreneurs launch their new lives and businesses overseas, guiding them in maximizing the U.S. tax benefits of living and operating a business abroad, building a “portable” business, liberating themselves and their assets, and taking their IRA’s or 401 (K)’s offshore.
Tom has consulted Fortune 500 companies, served as a financial and marketing consultant for overseas ventures, and worked as a financial director in Central America. In 2004 he helped form PanUS Accounting and Tax services, now PanUS Consulting, as a franchisee of his Atlanta-based LLC.
Now semi-retired, he coordinates the business reporting and tax needs for expat investors and entrepreneurs and he is an adjunct professor of the University of Louisville, Panamá campus.
OUR MAN ON THE GROUND IN PORTUGAL: Joao Figueira
Portugal represents the world’s top opportunity overseas today. This is the World’s #1 Place To Live Overseas, and the tax, residency, and investment incentives here rival the best in Europe and the entire world. Portugal’s programs offer an easy path to an E.U. passport, and its property and cost of living are the world’s best bargains today.
Our personal attorney in this country, João Gil Figueira is an international tax and business lawyer who typically advises multinational firms and high-net-worth individuals regarding taxation, investment structures, security offerings, Initial Coin Offerings, M&A deals, commercial contracts, distribution and agency agreements, corporate governance, company formation and residency/citizenship in Portugal and Portuguese speaking countries.
He has agreed to help all of our attendees, and he is experienced in providing advice to international investors and retirees on living in and investing in and from Portuguese speaking jurisdictions.
OUR TOP CONTACT IN BELIZE:
Belize is an under-the-radar country that packs a lot of punch. The British turned this place into a custom-made offshore haven before granting independence. To start, English is the official language.
In addition, Belize offers a user-friendly and incentive-laden foreign residency program, one that requires you to be but 45 years of age and to remain in the country for only 30 days per year. Aside from tax mitigation, Belize is a top Plan B haven… a place where you can easily organize a fully self-sufficient life living off the land.
Our attorney on the ground in Belize, Ryan specializes in real estate, retirement, and offshore services for expats.
A native of Buffalo, New York, Ryan has studied in the U.S., Barbados, England, and Jamaica, and he is licensed to practice law in three countries. As he is known to say, Belize sells itself, but he’s happy to lend a hand.
OUR PERSONAL ATTORNEY IN PANAMA: Roberto Guardia
Blessed with long Pacific and Caribbean coasts, we tab Panama as the World’s #1 Do-Everything Haven as this is a top spot for every offshore agenda imaginable: investment, retirement, entrepreneurship, taxes, and banking.
A native of Panama, Roberto Guardia holds two Master’s degrees, one in Corporate Law, the other in Negotiation, Mediation, and Arbitrage in International Commerce, from the Universidad Latino Americana de Comercio Exterior. Since his law career began in 1987, he has gained a variety of expertise, including real estate and consulting.
Roberto is a member of the National Organization of Lawyers in Panama as well as the Lions Club of Panama, and he speaks English and Spanish fluently.
COLOMBIA’S TOP EXPAT ATTORNEY:
Juan Dario Gutiérrez
With a bargain cost of living, undervalued real estate, and a week currency in the face of the U.S. dollar, Colombia has solidified itself as one of the world’s top overseas opportunities.
Our Colombia-based attorney, Juan Darío Gutiérrez, can start you on the path to establishing more flexibility and security via a foreign residency. This country boasts one of the easiest and cheapest residency programs in the world… and you don’t need to submit a background check. Juan Darío can get you set up quickly.
Plus, for Colombia—and every country featured at this event—you’ll have the opportunity to learn how to obtain a second passport… the ultimate back-up plan.
Note: Speakers and schedules are subject to change.
In addition, we’ll introduce you to…
- Other key experts presenting the current best options for protecting and preserving your wealth and diversifying your assets and your life in the world’s top offshore jurisdictions (including Panama, Belize, Uruguay, Andorra, St. Kitts and Nevis, the Dominican Republic, and Hong Kong)…
- Our top international life-insurance expert…
- Our preferred bankers from key jurisdictions…
- Experts to present some of the best current real estate opportunities…
- The world’s leading advisors on issues related to residency, citizenship, second passports, and expatriation…
Experts and advisors who will introduce you to the best current opportunities for investing in real and productive assets, including timber, vineyards and a very interesting natural commodity you may never have thought of… but that could double your money in three years…
Best of all, you’ll learn about all of these opportunities and strategies pre-election, so you can put your plan in play before any election ramifications come about.
This is your last call-to-action in the face of the closing window of opportunity.
The freedom to do all the things you might want to do is being compromised. And things can only go downhill from here.
Today, you have the power to control what happens to your wealth. Next year, you’ll likely have less wealth… and less power to do something aboiut it.
Join us at the Offshore Wealth Summit, and we’ll explain everything you need to know to protect you and yours.
I sincerely believe it could be the most important three days you spend this year.
I hope to meet you there.
Editor, Offshore Living Letter
Here’s what past attendees at my Offshore Wealth Summits have had to say…
This seminar was an excellent complement to Live and Invest Overseas’ material (newsletters, documents). It helped to align my strategy in terms of investment. It was like the light needed to walk in the dark. Excellent quality of speakers and experts.
–Sarto Beaumont, Canada
The cost of the conference was more than paid for before the first break on the first day! The knowledge gained was incredible! Wonderful!
–Ann Marie Lee, United States
As with the previous [Live and Invest Overseas] conferences I have attended, it was well organized and provided participants with loads of valuable information as well as the opportunity to interact with both the presenters and the other attendees. The three days were fast-paced, information-packed, and thoroughly exhausting for the attendees as well as, I’m sure, for the organizers. So, thanks for all you do so well, it’s much appreciated.”
–Mike G, United States
The quality of the event was excellent. I am glad I did not delay.”
–Carlos R., United States
I enjoyed all the presentations I was able to attend. It helped open doors to some issues that had never crossed my mind and educated me in areas where I had questions. It was a pleasure meeting people I had been reading and/or watching on websites. Thank you for holding these awesome conferences!
–Sue R., United States
In personal conversation with several presenters, I was received with warmth and receptivity to my more basic, simplistic questions.
–Esther Johnson, United States
I was thrilled at the extent of the info available at the conference and so enjoyed many of the speakers. You folks are amazing! You provide invaluable info that is affordable and in a concise format, whereas I might normally need to be wealthy to be able to pay, and probably far more dearly, for great info, great investment opportunities, and great people to work with while being able to take care of my interests.
–Kelly G., United States
I can’t tell you how good it feels to get straight answers to my questions… no hype and no baloney. I’m getting the information and the advice I need.
–James C., United States
I enjoyed this seminar very much. I don’t know how you got so many knowledgeable people in one place. It exceeded all my expectations.
–V.R., United States