CORRECTION OF PROHIBITED TRANSACTIONS IN SELF-DIRECTED INDIVIDUAL RETIREMENT ACCOUNTS INVESTED IN PORTUGUESE GOLDEN VISA FUNDS
Implications for Advisors Managing Clients with Foreign Residency Investments
October 2025
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Certain mitigation measures may still be available if action is taken within the same tax year as the investment. Timely steps can significantly limit the overall U.S. tax and penalty exposure compared to leaving the issue unaddressed.
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