WEBINAR: American Moving to Portugal – Investing & Retirement Planning

Let’s dive into financial life in Portugal as an American expat! When people reach out to our team of US expat financial advisors, there’s a good chance they’re either living or planning a move to a certain place – Portugal. And it’s not just something we’ve seen. It’s something the Wall Street Journal & LA Times have written about, too. So as Portugal continues to grow in its popularity for Americans moving and retiring abroad, we’re focusing on the key components of such a move from a finance & investing lens. After all, those areas will impact your experience in Portugal, whether it’s two years or for the duration of your retirement. Our team of advisors – Stan Farmer, CFP®, J.D; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – present and then answer questions in the second portion of the webinar. Questions before or after watching the webinar? Send us an email at [email protected]. Please note, our advisors do not offer tax services and do not prepare or file tax documents. LINKS 📰 Three Things to Know about Portugal's NHR Program (article): https://bit.ly/3i1WPq2 📰 Moving to Portugal as a U.S. Expat? Here are 5 Things to Consider (article): https://bit.ly/2LkoIwX ▶ Subscribe to Walkner Condon's U.S. Expat YouTube Channel: https://bit.ly/3JnpPnW 💻 Additional Educational Materials for Expats: https://bit.ly/3MIC0ht 📞 Contact Us: https://usexpatinvesting.com/contact/ 📅 Meet with an Advisor: https://usexpatinvesting.com/book-an-... ––––––––WEBINAR OVERVIEW–––––––– 0:00: Introduction 0:20: Our Advisor Team & Our Approach 5:00: Webinar Topics at a Glance 7:00: Portugal's Popularity 14:28: Non-Habitual Residence Program 20:20: Legal Reform - Estates & Trusts 27:20: Your Retirement Nest Egg - Pensions 36:00: Your Retirement Nest Egg - IRAs & Roth IRAs 42:50: Investment Planning for Expats in PRT 54:40: Questions Introduction 55:54: Taxes on 401k & Social Security Payments? 1:00:50: Tax Treaty after NHR? 1:04:30: Treating IRAs like Brokerage Accounts? 1:06:50: Portuguese IRS Case in Tax Court Update? 1:10:20: Income Requirements without Social Security or Pension? 1:14:20: Disclosures