How to combine intelligent and tax optimized Investments with Pension Planing for American Citizens or Residents
The 1291 – TMF Ohio Pension Plan (1291OPP) is a personal pension plan administered by TMF and specially tailored for American citizens or residents. The plan is domiciled in Malta and governed by Maltese law. The U.S. / Malta double tax treaty (signed in 2010) provides substantial benefits for American members.
The 1291OPP allows American investors to make unlimited contributions and to grow the funds fully tax-free. Withdrawals can start at age 50 and can be deferred until age 75.
The 1291OPP payments can be structured as tax-free lump sum payments or as taxable annual income payments.
Learn more about this unique investment opportunity:
Date: Tuesday, 10. September at 4.00pm
Place: 1291 Group Ltd., Beethovenstrasse 24, CH-8002 Zurich
Speakers:
Richard S. Levine
Special Counsel with focus on international taxation of
High Net Worth Individuals and their closely held business structures from both an income and estate tax perspective.
Withers Worldwide New York, USA
Marc-André Sola
Master of Law, with 25 years of experience in financial services and international wealth and tax planning.
Founder and Chairman of the 1291 Group Ltd.
Zurich, Switzerland
Triesenberg, Liechtenstein
Hong Kong, Asia
Panama, Latin America
Places are limited. We recommend an early registration.
Please register by e-mail to dubiel@1291group.com