READ. COMPARE. ASK BETTER QUESTIONS.

The Annuity Journal

Ten in-depth guides to the questions that matter before a cross-border decision.

Offshore annuities, explained

Start with the contract, not the country. A practical framework for researching an annuity issued across borders.

Separate Swiss branding from the actual issuer, policy terms, currency exposure, and regulatory evidence.

Untangle exemption, deferral, withholding, and reporting before relying on a cross-border tax claim.

Understand the separate U.S. reporting questions and organize the records a cross-border tax adviser will need.

Identify who owes the payments, what is being exchanged, and why a private arrangement needs its own review.

Build a useful cost comparison that includes recurring charges, exit terms, currency conversion, and administration.

Use clear hypothetical examples to explore exchange-rate exposure without making a currency forecast.

A document-first approach to checking legal identities, licensing, financial information, and payment instructions.

Prepare a country-by-country review of residence, payment classification, eligibility, and supporting documents.

Review who can claim, which benefit applies, and how family members would navigate a cross-border contract.

YOUR NEXT STEP

Bring the contract, compare the details, and keep the unknowns visible.