How Americans Can Move US Retirement Accounts to Portugal скачать в хорошем качестве

How Americans Can Move US Retirement Accounts to Portugal

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC shared valuable strategies on how to move your retirement accounts like a IRA or 401(k) from the United States to Portugal in the most tax-efficient manner.‍ Some of the relevant issues that were addressed include: US-Portugal Tax Coordination: The Core Framework RMD (Required Minimum Distribution) Strategy for Expats Annuities and IRAs: Tax treatment and using Qualified Longevity Annuity Contracts (QLACs) to manage taxable income after 73 Hidden Reporting Obligations: How Portugal’s Model 3 & Annex J reporting applies to US retirement accounts Real-World Case Studies: Learn from real-world examples and case studies that demonstrate successful strategies for relocating retirement funds internationally, offering practical tips and actionable advice. Interactive Q&A: Live Q&A session with John at the end of the presentation. We hope you enjoy! ===================== Ready To Unleash Your Financial Potential? Get started today: https://www.greenoceanglobal.net/get-... Check out our services: Cross-border Planning: https://www.greenoceanglobal.net/serv... Financial Planning: https://www.greenoceanglobal.net/serv... Investment Management: https://www.greenoceanglobal.net/serv... About Green Ocean Global Advisors: Green Ocean Global Advisors serves Americans in Portugal with cross-border planning, financial planning and investment management. #ExpatFinancialPlanning #Financial Advisor #Portugal