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 youtube@walknercondon.com.

LINKS
📰 Three Things to Know about Portugal’s NHR Program (article):
📰 Moving to Portugal as a U.S. Expat? Here are 5 Things to Consider (article):
▶ Subscribe to Walkner Condon’s U.S. Expat YouTube Channel:
💻 Additional Educational Materials for Expats:
📞 Contact Us:
📅 Meet with an Advisor:

––––––––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

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