How to Retire in Puerto Vallarta Seeking Alpha
go to original January 22, 2016

• Many retirees would love to retire somewhere warmer with a beautiful coast and a reasonable cost of living.

• Puerto Vallarta, Mexico, is one of the options many retirees may want to consider.

• There are several challenges to consider such as the difficulties with Medicare in foreign countries and the different income tax situations.

• This week Ted and Mary are making the move with a portfolio that is primarily filled with dividend growth stocks and a few bank CDs.

• I’ll take readers through what works and doesn’t work as Ted and Mary work their way through some major challenges including recessions and unexpected health bills.

After a healthy discussion on what retirees wanted in their retirement, it became clear that quite a few people would like to enjoy more exotic locations. One of the paradise locations for some retirees is Puerto Vallarta.

There are beautiful beaches and warm temperatures as well as a lower cost of living compared to most large cities in America. In this article I want to discuss several of the challenges retirees may have and cover the kind of portfolio I think a retiree should consider for supporting this kind of retirement.

Ted and Mary

To make it easier to discuss the potential constraints a retiree might face, I'll be bringing back my fictional couple "Ted and Mary." Each time I discuss how to retire comfortably the situation for Ted and Mary will be a little bit different so readers can see how a different situation could be handled. Since this is a finance article, not a destination article, the majority of my work will be demonstrating the cash flows necessary to achieve this kind of life.

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