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Podcast: Offshore Tax with HTJ.tax
Episode: Self-Directed IRAs (SDIRA) and Golden Visas
Description: In this episode, we explore how U.S. investors are using Self-Directed IRAs (SDIRAs) to participate in Golden Visa programs across Europe — particularly in Portugal, Greece, and Hungary. While these structures offer exciting possibilities for diversification and residency planning, they also introduce significant IRS compliance risks and potential UBIT/UBTI exposure that many investors overlook.We unpack the intersection between U.S. retirement law and foreign investment migration programs, highlighting what advisors and investors need to know before funding a Golden Visa through a retirement vehicle.🧩 Key Topics CoveredWhat...