Retiring in Portugal With €2 Million: Why Your Investment Mix Matters
Same €2 million, different accounts—and different tax questions. Brokerage sales, dividends, IRAs and Roth savings under Portugal’s ordinary resident rules.
Same €2 million, different accounts—and different tax questions. Brokerage sales, dividends, IRAs and Roth savings under Portugal’s ordinary resident rules.
ANNUAL premiums, not monthly. What our family paid for health insurance and private care in Portugal, plus the coverage questions I’d ask before signing.
Buying a home in Portugal requires patience. I’ve got none. The viewings, mortgage surprises and negotiations behind our 2024 purchase.
One year to renew our residence cards. What happened to our family, what helped, and where to check the current process.
The archived SEF renewal walkthrough we tried in June 2024, what happened next, and where to find current AIMA information.
Notary? Apostille? Which office? The documents we prepared before leaving the US, and how I kept the paperwork from taking over my life.
Four appointments, two days and one very unimpressed family. Our September 2022 SEF experience, followed by the arrival of our first residence cards.
Four visa applications, investment-income paperwork and one anxious planner. How our American family worked through the D7 process before moving in 2022.
Translation, transport, banking and dinner delivery. The apps we used in Lisbon, what I preferred, and the practical details to check today.
A balcony retreat, genius shutters and four days of electricity drama. What we learned renting our first Lisbon apartment, with updated contract pointers.
Valencia had the Mediterranean. Lisbon gave us a community. What our family’s 2021 scouting trip revealed—and why we chose Portugal.
Eight checked bags, one suitcase of irreplaceable memories and a computer-packing mistake. Why we sold our stuff before moving—and what I’d reconsider.