Moving Your US Retirement Accounts to Portugal
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC will share valuable strategies on how to move your IRA or 401(k) from the United States to Portugal in the most tax-efficient manner.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC will share valuable strategies on how to move your IRA or 401(k) from the United States to Portugal in the most tax-efficient manner.
Some of the relevant issues that will be addressed include:
- US-Portugal Tax Coordination: The Core Framework
- RMD (Required Minium Distribution) Strategy for Expats
- Annuities and IRAs: Tax treatement 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: Participate in a live Q&A session with John at the end of the presentation.
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.