Free Report
How to Move Your IRA or 401(k) to Switzerland
Until recently, it was difficult to use your retirement funds to invest internationally. But over the years, certain providers have sprung up to serve this urgent need. We’re proud to have served a leading role in this development. In this report, we’ll tell you what the options are, how to do it, and where to start. Available to IRAs of any type and certain qualifying 401(k) plans.
Who This Is For
A Straightforward Guide to the SwissIRA™ process
This report is written for people either somewhat new or very new to the idea of having IRA or certain qualifying 401(k) assets held in a Swiss private and managed by an SEC registered Swiss asset manager.
- You have an IRA (traditional, Roth, self-directed, and/or Checkbook) and wish to have a diversified international portfolio held with an established private bank in Switzerland.
- You have a 401(k) and either left your job, or your Summary Plan Description permits in-service rollovers (often starting at 59½).
- You like the idea of diversifying your retirement assets overseas without triggering a large tax bill.
- You are concerned about having your retirement funds concentrated in one financial system, one banking system, and mostly or wholly in one currency.
What’s in the Report
You’ll get a clear idea of what’s involved in a very attractive and often misunderstood corner of the international diversification world – moving retirement funds overseas – and specifically to Switzerland.
Why our clients are moving some – and sometimes all – of their IRA funds to Switzerland.
Although mainly a protective strategy, different people look at Swiss investing for different reasons. We’ll talk about why so many are moving their IRAs to Switzerland right now.
Important notes on fees, minimums, and timelines.
How much does it cost? What’s a realistic minimum? And how long does it take? We answer all of these questions to give you the information you need to make an informed decision.
Moving your IRA to Switzerland vs keeping it in the US: Pros and Cons.
Every strategy has advantages and disadvantages. We take an informed look at this planning opportunity and compare it against leaving your IRA in the US.
Dozens of frequently asked questions as collected from our clients over the years.
You don’t know what you don’t know. Throughout this document, we answer dozens of real-world questions received from our clients over the years.
Key parties involved in setting up and maintaining a tax-compliant IRA in Switzerland.
There are usually more parties involved when you have assets overseas. That’s the case here too. We’ll introduce you to them all.
How to leverage our decades of experience to help you move your IRA to Switzerland smoothly and seamlessly.
We’ve been at this a while and know how to guide your IRA – no matter where you’re starting from – from start to finish. We’ll give you the next steps when you’re interested in learning more.
A detailed look at the opening process step-by-step.
There are few things more frustrating than starting a process without knowing the path ahead of time. That’s not our style, though. In this section, we’ll walk you through all seven steps from start to finish.
Our Expertise
Our firm traces its roots back more than 40 years. Our work in Switzerland goes back almost as long to the early 1990s.
We’re known as a place that puts a strong focus on compliant and legal options that follow the rules.
This is an important point because the rules of the game have become more complex over the years.
Regulations around foreign advisors, Swiss banks, and through laws like FATCA have caused many firms to exit the market. Others were forced out after cutting corners. We’ve continuously adapted by adjusting our services instead, staying within the law as it changed.
That discipline is why we are still here.
Free Offering
A Free Public Service
It’s important to us that Americans get an honest and unbiased look at what’s involved in having IRAs and qualifying 401(k)s managed in Switzerland.
A previous version of this report was sold for $97, but we offer it to you for free with our compliments and without obligation.
DOWNLOAD YOUR FREE REPORT
Simply enter your email below to receive the How to Move Your IRA or 401(k) to Switzerland report.
-
On clicking "Get Report," you'll receive an email asking you to confirm it's really you making this request. Once you’ve done so, you’ll have access to the report and a complimentary subscription to our weekly briefing Nestmann’s Notes. You’re welcome to cancel your subscription by clicking the Unsubscribe link at the bottom of every email or by contacting us at .
Prefer to use a privacy-focused email? Services like DuckDuckGo, ProtonMail, or Apple's Hide My Email work just fine with our systems.