International Investments

Can I invest in managed and alternative international investments?

As long as you remain compliant with US laws, Rocket Dollar accounts allow you to invest in foreign and overseas assets.

International investments are often limited by traditional custodians

International investments outside the United States are typically limited to curated funds and cover a wide spectrum of asset classes. Gaining direct access to private investments can be extremely difficult with a traditional custodian. This can be frustrating if you want to target an investment at a specific geographical area, asset class, or investment vehicle.

How does a Rocket Dollar Account help me invest internationally?

Through a Rocket Dollar account, you can execute an international investment or own international real estate. Because of Rocket Dollar's unique structure, providing you checkbook control, you are not limited to traditional holding methods. Your IRA LLC or solo 401(k) trust allows for more efficient movement of funds, document completion, and asset maintenance.

What should I keep in mind?

To execute an international investment, you must be aware of the logistical considerations of a different language and business culture. You should be able to fully understand the investment documentation, unique local challenges, and risks.

Your investment is tax-advantaged from US taxes as long as you are properly following US tax law but could be subject to local and state taxes of the nation it resides in.

Can I hold international real estate?

Yes, but remember that you are holding an investment, not a vacation home, as you will not be able to stay in it. Be sure to keep your investment at arm’s length and employ proper management when you are away to avoid a self-dealing prohibited transaction. A best practice is to employ a property manager capable of monitoring and maintaining the property without your personal involvement.