Answers

Answers for Americans moving to Portugal

The hardest questions about moving to Portugal don't arrive in daylight. They arrive at 3 a.m.—the Roth conversion you can't get a straight answer on, the pension you're not sure how they'll tax, the number you keep recalculating and never quite trust. This is where I answer them, one at a time, plainly—the way I wish someone had answered them for me before my family crossed four years ago.

More are on the way—the retirement accounts, the US house you can't decide whether to sell, the Social Security timing, the healthcare math, and the parts of the move that hide behind a spreadsheet because they're easier to face as numbers than as a decision.

If the question keeping you up isn't here yet, that's exactly what a first conversation is for. No questionnaire, no financials—just a talk with someone who has already stood where you're standing.

Start with a conversation