Retirement Savings Plans have specific rules related to tax benefits. This raises many questions that we continue to clarify today.

Retirement Savings Plans have specific rules related to tax benefits. This raises many questions that we continue to clarify today.
Optimize Investment Partners is a Portugal-based asset management firm with more than 17 years of experience and multiple national and international awards, offering investment funds and advisory services. It has launched a US presence to help American clients access investment routes tied to Portuguese residency schemes like the Golden Visa, which may be relevant for US investors seeking residency or property in Portugal.