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2 years ago

Tax Question: ROTH & Qualified Dividend Retirement Accounts

2 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

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