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COMPLIMENTARY EBOOK 

Is Your IRA Too Dependent on the U.S. Dollar?

Discover how affluent U.S. investors use International Self-Directed IRAs (SDIRAs) to hold multi-currency assets, Swiss custody, and global equities—without losing U.S. tax advantages.

Key Takeaways from this eBook:

  • Preserve Tax Status: Maintain your U.S. IRA’s tax-advantaged status while investing internationally through an IRS-compliant custodial structure.
  • Reduce Home-Country Bias: Diversify beyond domestic single-currency exposure into hard assets, foreign equities, and hard currencies like the Swiss franc.
  • Swiss Custody Infrastructure: Establish IRA-titled banking arrangements in Switzerland with specialized SEC-registered and FINMA-regulated guidance.