Tax Rules for Offshore Variable Annuities

Offshore variable annuities provide asset protection, privacy and legal income tax deferral for U.S. investors. This section provides an explanation of the tax issues and the investment diversification requirements for assets owned by such annuity policies. A listing of available vendors is included with some comparative information about the vendors. 

 

 
 The Offshore Tax Manual - Part 9 
 - A Guide to Offshore Variable Annuities 
  • An Introduction To Offshore Variable Annuities 
  • Life Insurance Policies That Are Taxed Like Annuities 
  • The Benefits of Offshore Variable Annuities 
  • The Disadvantages of Offshore Variable Annuities 
  • Due Diligence for Offshore Variable Annuities 
  • Some Technical Issues 
  • Company Information
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Chapter Ten

The Offshore Tax Manual

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