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!
