354: Offshore Upside: How To Take Your IRA International

If your retirement money is tied up in an IRA or a 401(k) and exposed to the ups and downs of the U.S. stock market, your retirement savings may be more vulnerable than you think. With growing debt, inflation, and political uncertainty, relying solely on Wall Street is becoming an increasingly risky strategy. That’s why I brought in Matt Calhoun from Equity Trust for a timely discussion on how to regain control with a self-directed IRA. In this episode, we cover how to use it to invest in foreign real estate and other real assets that can help protect and diversify your portfolio for the long term.  

IN TODAY’S EPISODE:

• Learn how a self-directed IRA is unique from most in that you can direct and manage your own portfolio, including the type of assets you invest in. 
• Uncover the wide variety of assets that you can own using self-directed IRAs, from precious metals to cryptocurrency to international real estate.
• Discover the very few types of assets that retirement accounts are prohibited from managing. Cross these off your list of investment ideas for IRAs. 
• Hear about the most common mistakes people make using self-directed IRAs so that you don’t make them yourself!

 

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Join the Expat Money Summit 2025: The Future is Latin America from October 10-12! This jam-packed 3-day event will teach you how to launch your Latin American Plan B.  Get your complimentary ticket here.   

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If you’re planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn’t optional. It’s protection. It’s access. It’s power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

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