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How does the Non-Habitual Resident Tax Scheme work?

8 years ago
Hi all. Does anyone have any information about Portugal's Non-Habitual Resident Tax Scheme as it relates to US social security, government pension, and IRA distribution? I've read several sites with info about double taxation but am unclear of how retirement income is categorized. If all three of those income sources are taxed in the US (as I imagine they will be...is that correct?) then will they be exempt from Portugal's tax for 10 years? It *seems* cut and dried but I think that may be too good to be true. I've posted on the Expat Online Tax group on Facebook and have not received any replies as of yet. (When I do, I'll share them here.) Your experience and insight are, as always, greatly appreciated (though will not be construed as official financial or tax advice). Cheers...

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