RETIRING IN PORTUGAL

A Closer Look for US Higher-Net-Worth Travelers

This book provides an introductory overview for Americans beginning to explore retirement or relocation to Portugal.

Retiring in Portugal offers a high-level look at the financial, legal, and lifestyle considerations that commonly arise when Americans first start evaluating life abroad.

Written by Wealth and Borders, this guide is designed for readers who want to understand the landscape before engaging professional advisors or committing to a specific path.

Inside, you’ll find an overview of:

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• General income tax considerations for U.S. citizens living in Portugal
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• Basic estate planning concepts, including forced heirship
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• Portugal’s approach to wealth-related taxation in context
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• Common visa and residency pathways for retirees and investors
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• Property ownership norms and legal considerations
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• Healthcare, insurance, and lifestyle fundamentals
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• Transportation, infrastructure, and daily living context

This book is intended as a starting point. Readers seeking a more detailed, current, and decision-grade analysis—including updated residency rules, healthcare cost ranges, cross-border tax coordination, and estate planning implications—should see Portugal for Smart Retirees, which builds on and substantially expands these topics.

No hype. No shortcuts. Just a practical orientation to help you decide whether Portugal deserves deeper consideration.

Part of the Wealth and Borders collection for Americans evaluating international living with clarity and control.