Globally Diversified Investments

The IRS prohibits very few things within your retirement account. The major restrictions include most collectibles, some types of insurance, self-dealing, and real estate for your personal use (real estate can be converted to personal use at retirement and when it has been taken as a distribution). Most of the investment restrictions you have run into are imposed not by legislation but by the IRA Custodian or plan administrator. Unfortunately this is often for their own benefit: When an IRA Custodian also is in the business of selling investments the potential for conflict is clear.

Sovereign International Pension Services does not offer investments for sale. Rather, we advise you on how to invest globally in a compliant and low-cost way. Here is a partial list of offshore investments we can help you make:

  • Real Estate (raw land, condos, office buildings, homes, apartment buildings)
  • Real Estate Investment Trusts (REITs)
  • Foreign Bank Accounts
  • Online Offshore Trading Accounts
  • Limited Liability Companies
  • Limited Partnerships (public or private)
  • Deeds of Trust
  • Ginnie Mae Mortgage Pools
  • Certificates of Deposit
  • Stocks, Bonds, and Mutual Funds
  • Foreign Currencies
  • Private Notes
  • Precious Metals
  • Hedge Funds
  • Managed Futures
  • Other IRS-Approved Assets

Of course, we also can help you invest domestically. 

Contact Sovereign

1380 Alt. 19, Palm Harbor, FL 34683
Phone: 727-286-6237
Toll Free: 877-733-6815
Fax: 727-286-6239
info@sovereignpensionservices.com
Hours
Monday-Thursday 8:00am-4:30pm
Friday 8:00am-4:00pm

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