ACCEPTING U.S. SELF-DIRECTED RETIREMENT FUNDS INTO PORTUGUESE GOLDEN VISA FUNDS

A Risk Assessment and Strategic Analysis

July 2025

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When a U.S. investor uses Self-Directed IRA or other retirement account assets to invest in a Portuguese fund for the purpose of qualifying for Golden Visa residency rights, the risk involves U.S. regulators or courts considering the economic substance of the transaction one in which tax-advantaged retirement funds are being used to secure a personal immigration benefit.

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Cover page of a white paper titled 'Accepting U.S. Self-Directed Retirement Funds Into Portuguese Golden Visa Funds: A Risk Assessment and Strategic Analysis.' Published by Areia Global Consultants in July 2025, with a disclaimer section at the bottom.
Page from a financial document discussing the Portuguese Golden Visa program, U.S. investment interests, and legal considerations, with a red warning note at the top about the document's informational purpose.
Page from a document with a disclaimer in red text at the top, containing printed paragraphs of text about U.S. legal framework analysis and retirement account structure, with a faint purple AREIA GLOBAL CONSULTANTS logo watermark in the background.

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