Does anyone have any experience in using a Self-Directed Individual Retirement Account (IRA) to invest in the Optimize Golden Opportunities Fund?
tkrunning
March 18, 2025, 10:54pm
2
Hi Ira, see e.g. this post:
I have completed my investment with Optimize using my Self Directed IRA and no LLC. The key factor from the SDIRA side was that the fund is Not Publicly Traded, thus the investment could be made directly. It was important on the Optimize side that the wire transfer included my full name as it appears on their account/GV application. This was an issue as at first the SDIRA sent it out with just my last name as the reference, despite the phone calls and emails from mself and Optimize spoke with…
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lac2780
June 3, 2025, 6:41pm
3
By Fund Manager, you mean the fund manager on the Portugal side for example the fund manager of Optimize (as opposed to the self directed firm on the home country side?