International Location Planning
Using Your Retirement Blueprint
We preloaded your budget, path, and age timeline. Tell us your international lifestyle requirements:
Your international strategy () and domestic home base () will auto-populate into Section 3 Healthcare Planning to model foreign private health insurance and U.S. Medicare Supplement transitions without repeating questions.
International Location Strategy
Lisbon & Algarve Coastline
Coastal living, mild Mediterranean weather, and JCI private healthcare.
Portugal (Lisbon / Algarve)
Because Southern Europe fits your healthcare and passive visa criteria, Portugal provides the optimal balance of private care, tax protection, and flight connectivity before age 65.
Basing themselves in Portugal from age 55 to 65 avoided $28,000/yr in U.S. health insurance premiums while executing tax-free Roth conversions.
Moving abroad without verifying double-taxation treaties can trigger unexpected foreign income taxation on traditional IRA distributions.
Why Portugal Wins For Your Strategy (5-Minute Explanation) Click to expand ▼
1. D7 Visa Accessibility: Portugal's D7 visa provides legal residency based on passive retirement income (IRAs, Social Security, dividends) with a low minimum income threshold (~€820/mo per applicant).
2. World-Class JCI Healthcare: Hospitals like CUF and Luz Health offer private English-speaking care at 70% lower out-of-pocket costs than U.S. pre-Medicare insurance premiums.
3. Smooth Return Bridge: Lisbon provides 7 daily direct flights to the U.S. East Coast, making return visits to family in Raleigh or Seattle fast and accessible.
Compare the Trade-Offs
Evaluating key advantages against major drawbacks across candidate international destinations:
| Country Base | Biggest Advantage | Biggest Drawback / Why Not Recommended | Fit Level |
|---|
Ready to Complete International Section
International Location Secured
