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    PortugalGolden Visa

    Can I use a self-directed IRA to make my Portugal golden visa fund investment?

    Answered by David Simões Fitas, In-House Portuguese Immigration Lawyer at Movingto
    Answered
    In short

    Only if AIMA evidence can certify the applicant as holder of the fund units, free of encumbrances, with a traceable bank transfer. Custodian-held IRA ownership may not qualify. Obtain Portuguese legal confirmation; US tax consequences belong to a US tax adviser.

    David Simões Fitas, Ordem dos Advogados 67185P

    Can I use a self-directed IRA to make my Portugal golden visa fund investment? The full answer

    Answered

    Only if AIMA evidence can certify the applicant as holder of the fund units, free of encumbrances, with a traceable bank transfer. Custodian-held IRA ownership may not qualify. Obtain Portuguese legal confirmation; US tax consequences belong to a US tax adviser.

    Answers are general information from the named lawyer, not legal advice on your situation. Check the current rules and take advice before acting. Reading an answer or asking a question does not make you the lawyer's client.

    About the lawyer

    David Simões Fitas
    David Simões Fitas
    In-House Portuguese Immigration Lawyer at Movingto
    Bar
    Ordem dos Advogados (Portugal)
    Cédula no.
    67185P
    Status
    Active on the official register, checked · See the register ↗
    Admitted
    2022
    Languages
    Portuguese, English
    Answers here
    30 published answers
    View profile
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