Leaving Portugal After NHR: How to Plan Your Exit | The Full Picture

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• Understand your provider’s rules for foreign addresses
• Compare 401(k) and IRA fees
• Review tax implications
• Confirm the IRA custodian supports foreign residency
• Evaluate investment preferences
• Consider currency needs
• Understand Roth conversion implications
• Evaluate long-term residency and retirement goals
• Consult advisers familiar with cross-border planning