Hi ,

The foundation of security for the future is segregated components

Assets that will generate income now and retirement income later are the types of funds that require a view of 15 - 25 years out and longer. This income source is designed for your future and therefore you need to look out into the future. The foundation of security for the future is improved when you break up the structure of your retirement plan to access each of three components separately. Allow us to explain:

For Global Compliance, Continuity, Mobility and Freedom to Access Investments Worldwide from a Tax Free Environment is Provided by this Income Deferred, Government Regulated, Registered as Exempt from Foreign Financial Account Regulatory (e.g. FATCA, CRS and AEoI) and Recognized Foreign Occupational Retirement Plan.

Common sense tells us that safety and security for the future requires three unchained investment account components that you control:

• a) Unchained Jurisdiction-transferrable
• b) Unchained Custodian-changeable
• c) Unchained Investment Account-changeable

Is your common sense about safety and security a truth or consequence? There are two definitions of common sense I can see here:

1. Common sense is what I know to be true and how I judge the world.
2. Common sense is what is most commonly believed to be true and how most people judge the world.

Those two definitions can only be simultaneously true if I believe the same things as the majority of people out there. Otherwise, they are in conflict.

These four commonly spoken beliefs only make common sense when you have control:

1. all of my investments are in USD because no currency is without risk
2. safety is only what I allow it to be
3. security is knowing that I know that I know I am safe
4. liquidity is the return of my money when I want it

Your investment account gives you control

Control over your financial situation is only what your investment account allows it to be. Control is owning a foreign investment account that is a deemed professional investor, foreign resident and non - U.S. Person. Whether you are or are not a U.S. Person is exempt from foreign financial institution reporting; which means there is no U.S. Person blockage and you purchase investments from a tax free environment globally.

Control is this IRS and FATCA category foreign investment account entity

The Internal Revenue Service, the U.S. Treasury and FATCA acknowledge this foreign investment account entity's FATCA reporting exemption on IRS Form 8957 and on W-8BEN-E box 29e. That all means you are free to deal without U.S. person restrictions, restraints or blockage to investments globally.

Internationally recognized exempt foreign financial account entity

This exempt reporting credential is also documented in Intergovernmental Agreement (IGA), Common Reporting Standard (CRS), Tax Information Exchange Agreements (TIEA) and Double Tax Agreements (DTA) which all define it exactly and other investment entities are not even mentioned anywhere. This entity is recognized as exempt from International tax disclosure reporting and not included in worldwide taxable assets.

Tax effected yield ''turbo-charges'' future values

You want to save for retirement. Well, doesn't everybody? Then construct a foreign retirement plan registration that has pre-tax contributions and tax deferred accumulations. This tax effected yield “turbo-charges” accumulations; which means higher after tax gains. Contact us today for a free report and consultation.

Outcome of Foreign Government Regulated, Registered and Recognized Income Deferred Occupational Retirement Plan Investment Account:

With purpose to expand your wealth manager selections to include the top overseas award winners in the Extel Survey Awards, Lipper Awards, Starmine Analyst Awards, S&P Capital I.Q. and other top performers globally that can not directly accessed by U.S. Persons.

As an example: the “offshore” mutual funds of Fidelity, Vanguard, Charles Schwab and etc. are not available to USA Persons. Overseas registered funds and financial instruments are all available via your overseas registered investment account

This government regulated and registered foreign retirement plan administrator is a recognized deemed professional investor, is not a U.S. person and provides the purchasing power of an institutional investment account for members regardless of their nationality.

The world's top investors gravitate to a tax-free trading environment.

Minimum or zero tax on capital gains, incomes, profits and dividends accrue to these overseas funds or financial instruments. This would usually allow the Fund to outperform its peers domiciled in a tax jurisdiction, if only by the reason that the monies, which would otherwise be paid as tax, can in the case of an offshore registration be further reinvested in the assets held by the investment. Therefore an offshore investment operating in a tax-free environment is in a position to have higher yield than the same investment operating in a tax jurisdiction.

There are minimum or zero tax on fees, commission income and profits earned by the managers, advisors and administrators, registered and regulated in an offshore financial center. Again, this may provide a competitive advantage to these professionals, for instance, by giving them an opportunity to charge lesser fees and commissions than do their competitors, who happen to be located in high-tax jurisdictions. Greater operational flexibility, in terms of both the choice and structuring of the investment portfolio, and in relation to the internal structuring of the fund itself.

Offshore investments have access to the widest possible variety of investment instruments and may often pursue more aggressive investment strategies than if they were registered in a "traditional" jurisdiction. (These Funds out perform U.S. Funds in Asia and South America)

A series of offshore investment funds, designed under the same pattern, and having the same recognized managers and administrators, may be created extremely quickly and with minimum cost. As a result, an offshore investment fund can be offered to potential investors at more attractive financial terms.

It is also quite common for an offshore investment vehicle to outsource some or all of its support functions to outside providers, either in the same jurisdiction or abroad at lower cost than in the home jurisdiction. Thus, such flexibility and variety of choices quite simply ensures a more efficient and profitable running of the investment instrument.

Segregate & Diversify

Most of us know about the benefits of holding uncorrelated assets in an investment portfolio to reduce overall risk. In a similar fashion, you can reduce your political risk-the risk that comes from governments. You do this by spreading across politically uncorrelated countries to obtain the most diversification of benefits. The optimal outcome is to totally eliminate your dependence on any one country.

It is well known that some of the smartest of a homogeneous group of people did not predict infamous financial events in recent memory: the Internet bubble during 1999-2001 and the bursting of the U.S. housing bubble, which peaked in 2006. However, this wasn't the only time that events like this burst first in one market.

Problem Solvers with Different Perspective Out Perform

Studies have shown that a more diverse group of people with cognitive limitations can often out perform a more homogeneous group of smarter problem solvers if an individual's likelihood of improving decisions depends more on having a different perspective from other group members than on their own smarts.

Therefore, it can be said that holding multiple currencies and securities from multiple securities markets could be intended as an “assurance policy” against unexpected change or market fluctuations. Please understand that to predict a future event is totally uncertain. To restrict investment options to those of one country exposes a higher level of risk to people in the 21st century world.

The foundation of security for the future is segregated components

Assets that will generate income now and retirement income later are the types of funds that require a view of 15 - 25 years out and longer. This income source is designed for your future and therefore you need to look out into the future. The foundation of security for the future is improved when you break up the structure of your retirement plan to access each of three components separately:

• A) Jurisdiction of the legal framework (transferrable)
  In the modern world it is not necessary to assume that the jurisdiction of a retirement plan be that where a person is resident or where his or her employer is incorporated. Laws on retirement plans are radically different than the law on corporations and trading. The ideal jurisdiction will also allow for your assessment of the following two components.
• B) Jurisdiction of the custodian (changeable)
  Likewise we should not make assumptions that a custodian must be located in any one country. We optimize this choice based on criteria we may determine for ourselves.
• C) Jurisdiction of the investment account (changeable)
  Selected on the basis of investment criteria without restriction, restraints, limitation or blockages to any of the world's top 24 regulated securities markets.

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Q: Do you have an expectation of what will happen over the next few years in the gold market?
A: Yes. I expect that after the low is in that we will have a three to five year bull market with prices dramatically higher than they are now. I have confidence in that expectation in part because it is like day following night. The only real issue is timing: when it will turn, not if. Economic law is just a binding and unforgiving as the law of gravity, just not as well understood. I have discussed this in prior posts: 97% of what is written about economic matters is propaganda deliberately designed to mislead.

Q: Does your long term outlook effect your short term trading recommendations?
A: Yes. I will not be playing the short side, the correction moves, within the larger bull market. I will be limiting myself to the bull side. Too many market calls risk stressing the process and so getting bad results.

Q: Could you elaborate?
A: Certainly. Read the related materials on leverage, compounding and pyramiding. You can see from this material that most of the profits come from the trading strategy, not from th0e market call. The call must be correct as the starting point but without the leverage and compounding the results are not spectacular. In the example used: the difference in compounding at each five percent move rather than at ten percent is a 300% better result.

Q: Seems like with all that extra trading that the trader has more stress.
A: Yes, more than simply buy and hold but then the results are not worth writing home about. It would be much more difficult to handle if you mixed long and short strategies and the results might well be, even if the trades were correctly executed, worse. On this upcoming opportunity, after we see the low, my strategy is keeping it simple. Only deal in options so that there are no margin calls. Trade only on the bull side; compound; and, periodically take some profits off the table. Also, the person entering the trades is separated from the person doing the market calls and making the decision concerning leverage, compounding and withdrawing profits.

Market Commentary (above) by Arthur Fixed

Keep your financial secrets where they are protected by international law by all governments.

Privacy and Secrecy in an ORSO 402(b) Financial Account is Formally Recognized by All Governments including the People Republic of China and the United States of America for Tax Deferral.

The old Tax Haven hiding strategy no longer works because who can you trust? Since we know that that you can't trust a bank, as well; you can't trust a Trust and you can no-longer hide behind a nominee financial account. Further, in the distant past there were people who used anonymous bearer shares; those have been abolished too. So what's a person supposed to do, to protect the family wealth?

The legal basis for a 402(b)

The legal basis for a 402(b) client really boils down to two things that count. One is that there needs to be growth (contributions) rather than a capital injection. Secondly , is the W8 BEN-E. The client needs to have somebody who is able to sign it. Whether it is you or me or someone else that the 402(b) Trustee authorizes, the client has to have it. Without that there is nothing because an account can't be operated without it.

Regardless of the headlines the client needs to forget about capital injection and go for predictable growth which is something that is not abusive and he needs to be in a position where he can get someone to sign a W8-BEN-E for him.

Thirdly , has to do with what is happening to IRA's. You have seen the analysis that people are pumping IRA's full of low price, pre-IPO's stock and when the IPO blooms somehow or another that is supposedly a magic call. So these people are looking pretty slippery, well they are not slippery as the IRS is investigating them now.

The difference between the IRA onshore and the 402b offshore is the 402b message that needs to get across is that the 402(b) is different because you are not asking for tax breaks up front. You are asking for tax breaks later on and the later on is all that counts and it has to be sensible and justifiable.

Tax Law, Securities Law, Trust Law are all subordinate to Pension Law. IF someone says they have or want a trust then they have or want something that has no tax advantage for themselves....yes their are trusts whereby you give your money away forever and therefore lower your future tax bill but you can achieve the same result by standing on a street corner and giving your money away...The point is that we are talking tax strategy that gives you a benefit for YOU.

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The Regulatory Landscape Globally Has Changed These Changes Can Not Be Ignored

As a result many old and new rules regarding pension assets held by employees outside their country of residence are enforced to a far great degree than they ever have been before. Tax authorities, for the first time, have easy access to information about your assets.

Foreign bank accounts and Foreign Trusts with an ''International Retirement Plan'' label on them no longer function in the new dawn of inter-government regulatory exchange of foreign account financial information.

Banking Law and Trust Law don't function for multinational pension plans.

There are new rules on how to invest overseas and you can take it that all forms of overseas investment structures or forms should be regarded as reportable and subject to tax except for one.

We are the One Stop Solution to Government Regulated, Registered and by Government and Governance Recognized International Pension law In short, this internationally (Common, Civil and Sharia Law) recognized retirement plan structure allows for secrecy, privacy, asset protection and tax and succession planning for multinationals and high-net worth individuals worldwide in full non disclosure financial institution reporting and individual tax compliance.

Contact us today for the corresponding white paper - 402(b) and/or a free consultation.

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