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Tax Question: ROTH & Qualified Dividend Retirement Accounts

3 years ago
My wife and I are nearing retirement and we've been traveling, doing our "boots-on-the-ground" research on where we might like to become residents and/or "part-time expats".
One of the considerations is taxes as we will be funding our retirement with a combination of US Social Security, Pensions, and ROTH Account withdrawals.
I've read into NHR status and tax liabilities / tax-treaties, etc. but am not clear on things like what's exempt and what isn't. For example: In USA, ROTH accounts are "tax free" in the U.S. as they were funded with "after tax dollars". And US - IRA allows "qualified dividends" to be "tax free" based on income levels.

So are there anyone here who can offer some specifics about whether or not "US tax-exempt retirement funds" are viewed in Portugal? Despite tax treaty, I seem to think Portugal's tax system doesn't recognize the ROTH or qualified dividend status in the U.S.

Thanks in advance,

BeenThereDunThat

Portugal Residency Advisors
Portugal Residency Advisors

SJB Global
SJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
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SJB GlobalSJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
Learn More

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SJB Global
SJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
Learn More

SJB GlobalSJB Global

SJB Global is a top-rated financial advisory firm specializing in expat financial advice worldwide, offering retirement planning & tax-efficient solutions with a regressive fee model.
Learn More

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