113: Building Better Expat Retirement Accounts: Tax Optimization Tips – Tariq Dennison
WHAT WE DISCUSSED IN THIS INTERVIEW:
- Tax code as an expat
- Retirement plans
- Who is the ideal person for this style of investing
- Gift tax allowances
- Insurance
- Is your will up-to-date?
- Expats living overseas
- Pre high net worth individuals
- And much, much more!
HOW TO FIND TARIQ'S WORK
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If you’d been receiving the EMS Pulse newsletter and the weekly Expat Sunday Times, you would have already read the basics of today's story! Sign up now, and you’ll also receive my FREE special report, “Plan B Residencies and Instant Citizenships.”CONCLUSION
I can see why Tariq loves working with 'Pre High Net Worth' individuals. A young 22-year-old comes to him for advice, and they can plan out his/her future to ensure they take all the right steps so when retirement is around the corner, they are prepared. And these pre-high net worth individuals come to him because their parents came to him first. The parents made sure their retirement was in place and they were able to say to their children, see, we listened to the advice given to us by Tariq, we believe you should do the same. Wow, I just love it!Mentioned in this episode:
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Into The Amazon—Then Straight To The Beach
This year, I’m taking a private group into the Amazon rainforest—then we head to Fortaleza and explore Brazil’s booming Northeast coast. Think Amazon river cruises, beachfront developments, and wide-open opportunity. From the heart of the rainforest to pristine beaches most people only dream about—this is bucket-list meets Plan-B strategy. If you’ve ever wanted to see the real Brazil and scout investments along the way, this is it. Go to ExpatMoney.com/Brazil.
Brazil Tour August 2 - 9, 2025
Gold in the Caribbean—No Bank Can Touch It
Fiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/gold
Join Us For Upcoming Live Webinars
Every month, we offer exciting new webinars for our community. Topics include how to use retirement accounts to buy real estate overseas, how to get a second passport in Latin America, why you should sell your stock portfolio and move your money offshore, how to buy a beachfront rental property in Brazil for less than $100k, or apartments in Paraguay for $60k. If you want to join us for FREE for these presentations with live Q&A, insider secrets, and exclusive opportunities with my professional network of experts, then sign up today.
Into The Amazon—Then Straight To The Beach
This year, I’m taking a private group into the Amazon rainforest—then we head to Fortaleza and explore Brazil’s booming Northeast coast. Think Amazon river cruises, beachfront developments, and wide-open opportunity. From the heart of the rainforest to pristine beaches most people only dream about—this is bucket-list meets Plan-B strategy. If you’ve ever wanted to see the real Brazil and scout investments along the way, this is it. Go to ExpatMoney.com/Brazil.