Managing American IRA/Retirement Investments While Residing in Portugal – Investment & Trading for expats – Expats Portugal Community Forum
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Managing American IRA/Retirement Investments While Residing in Portugal


Posts: 24
Topic starter
(@jeffjackson)
Member
Joined: 10 months ago

I’m curious to learn how Americans residing in Portugal manage their retirement investments.

  • Do you leave the accounts in the USA?
  • Is there an investment firm that is capable of handling USA-based accounts for an overseas resident? 
  • How do you time and move withdrawals to your Portuguese bank?
  • Do you have any concerns about having access to your funds while living in Portugal?

Thanks for any information or experiences you can share. 

4 Replies
Posts: 202
 Bert
Premium Member
(@bert)
Estimable Member
Joined: 2 years ago

Call Charles Schwab

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1 Reply
(@jeffjackson)
Joined: 10 months ago

Member
Posts: 24

@bert Thank you!

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Posts: 23
Community Member
(@curiousredhead)
Eminent Member
Joined: 1 year ago

Hi Jeff, 

I'm interested in this topic too. If you learn anything worth sharing, please do reach out. Thanks!

Gina

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Posts: 24
Community Member
(@dolfandoug)
Eminent Member
Joined: 7 months ago

If you invest $350K in a Portugal investment before 2022 you can get the Golden Visa.  Goes up to $500K in 2022.  I still can't find much info on that program as far as what investments and more importantly estimated rate of return. 

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