Search found 853 matches

by TedSwippet
Wed Aug 26, 2015 3:34 pm
Forum: Investing - Help with Personal Investments
Topic: Young UK-based investor looking for help with initial asset allocation
Replies: 14
Views: 821

Re: Young UK-based investor looking for help with initial asset allocation

The great virtue of a SIPP is you cannot spend it. There might be some benefit to the investor in this, but by far the bigger benefit is to the government. It enables them to change the rules with retroactive effect(*). Snide -- yet well deserved -- commentary against the UK government aside, I don...
by TedSwippet
Tue Aug 25, 2015 6:18 pm
Forum: Investing - Help with Personal Investments
Topic: Young UK-based investor looking for help with initial asset allocation
Replies: 14
Views: 821

Re: Young UK-based investor looking for help with initial asset allocation

Welcome to the forum. Some thoughts around what you've written... Your thoughts around SIPPs seem broadly correct, but remember that the UK government regularly erodes the benefits of a pension. Anything you understand may be entirely upended by the time you retire. And the longer you have until ret...
by TedSwippet
Tue Aug 25, 2015 2:56 am
Forum: Personal Finance (Not Investing)
Topic: Property in Another Country [Inherited non-US property, How to handle taxes?]
Replies: 4
Views: 547

Re: Property in Another Country [Inherited non-US property, How to handle taxes?]

Not 706 CE. That's for the estate return (if needed, probably not if the deceased was an NRA with no connections to the US). You will however need to file IRS form 3520 for bequest receipt of more than $100k. Thereafter, annual FinCEN 114 and/or IRS form 8938 depending on cash and other non-property...
by TedSwippet
Fri Aug 21, 2015 12:00 pm
Forum: Investing - Help with Personal Investments
Topic: Retiring in Europe, 403b/401k vs. Roth IRA
Replies: 4
Views: 505

Re: Retiring in Europe, 403b/401k vs. Roth IRA

Based on a quick read, I couldn't find anything in either the US/Spain or US/Italy tax treaties to suggest that Roth withdrawals would be tax-free if you moved to either of these countries. The only two countries I know of where Roths are respected are the UK and Canada -- there may well be others, ...
by TedSwippet
Tue Aug 11, 2015 5:10 pm
Forum: Investing - Help with Personal Investments
Topic: Australian superannuation schemes
Replies: 2
Views: 333

Re: Australian superannuation schemes

US citizen or resident alien? if yes, you might have some extremely unpleasant, and likely costly, US tax filings in your future. Australian super schemes are a known US tax nightmare, because the US/Australia tax treaty pre-dates the current super regime. http://www.greenbacktaxservices.com/blog/au...
by TedSwippet
Tue Aug 11, 2015 4:56 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Efficient Investments for Non US Citizens
Replies: 7
Views: 635

Re: Tax Efficient Investments for Non US Citizens

Welcome to the forum. If you haven't already, I'd suggest reading the following two wiki articles: https://www.bogleheads.org/wiki/Nonresident_alien_taxation https://www.bogleheads.org/wiki/Nonresident_alien_with_no_US_tax_treaty_%26_Irish_ETFs There is a lot to digest in here, but below is a quick ...
by TedSwippet
Sat Aug 08, 2015 5:25 am
Forum: Investing - Help with Personal Investments
Topic: Moving To [Canada] From USA
Replies: 23
Views: 2379

Re: Moving To [Canada] From USA

The funny part everyone thinks it better somewhere else. As a US citizen there is no place better for sucess then in the US... True only because of the US's unique (and protectionist) citizenship-based tax regime. For jobs outside the US, this puts US citizens at distinct disadvantage relative to e...
by TedSwippet
Sat Jul 25, 2015 2:19 am
Forum: Personal Finance (Not Investing)
Topic: Gift taxes for non-resident aliens
Replies: 2
Views: 214

Re: Gift taxes for non-resident aliens

Form 3520 for reporting gifts or bequests of more than $100k from non-US sources. No US tax liability unless the giver is a covered expatriate. FBAR is now FinCEN form 114.
by TedSwippet
Wed Jul 15, 2015 9:21 am
Forum: Investing - Help with Personal Investments
Topic: American and Canadian living in Switzerland: Investing and tax questions
Replies: 7
Views: 613

Re: American and Canadian living in Switzerland: Investing and tax questions

I have read the Suisse Bank document you linked. Thanks it is informative. However, I'm not sure it covers the situation when a NRA dies and the husband is a US citizen. If so, it isn't clear to me that it does so. There's a different table here that's probably a bit clearer. For estate tax on an N...
by TedSwippet
Tue Jul 14, 2015 6:12 pm
Forum: Investing - Help with Personal Investments
Topic: American and Canadian living in Switzerland: Investing and tax questions
Replies: 7
Views: 613

Re: American and Canadian living in Switzerland: Investing and tax questions

...I know there is a US/Swiss estate tax treaty that may work into this somehow (learned from reading recent thread), although I can’t quite understand it. My question is if the treaty did not apply (or for a moment, assume there is no treaty), would the estate tax be applied if the account went to...
by TedSwippet
Tue Jul 14, 2015 2:12 am
Forum: Investing - Help with Personal Investments
Topic: (UK) Vanguard LifeStrategy 100% vs Fidelity Index World Fund
Replies: 10
Views: 1361

Re: (UK) Vanguard LifeStrategy 100% vs Fidelity Index World Fund

Gaaraz wrote:Am I blind or is HSBC FTSE All-World fund not available on iWeb? Anyone else here have an iWeb account?

Perhaps this list?
by TedSwippet
Sat Jul 11, 2015 5:04 am
Forum: Investing - Help with Personal Investments
Topic: (SINGAPORE) 19 year-old planning to migrate to US. Confused about how I should invest in ETFs/mutual funds.
Replies: 3
Views: 304

Re: (SINGAPORE) 19 year-old planning to migrate to US. Confused about how I should invest in ETFs/mutual funds.

My main issue is that I'm not very sure of how troublesome / complex it would be to manage my investments in Singapore if I'm permanently residing in the US. Very. Because of FATCA , a number of non-US banks now turn away all business from US citizens and residents, and close the accounts of anyone...
by TedSwippet
Fri Jul 10, 2015 5:26 pm
Forum: Investing - Help with Personal Investments
Topic: Moved to the USA 2 years ago ... need some advice
Replies: 9
Views: 1381

Re: Moved to the USA 2 years ago ... need some advice

Do you plan to live permanently in, and retire in, the US? If yes, any advice you get on this forum should be fine. If no (or if maybe) then consider how the other country's tax laws will treat your investments. Some do not recognize US 401k and IRA plans as tax deferred. Many do not treat Roths as ...
by TedSwippet
Thu Jul 09, 2015 5:35 pm
Forum: Investing - Help with Personal Investments
Topic: Beginning investor starting in Switzerland, TD Ameritrade or local broker and how to pick ETFs?
Replies: 12
Views: 835

Re: Beginning investor starting in Switzerland, TD Ameritrade or local broker and how to pick ETFs?

Only thing is not dying when you have over 60,000USD cash in the account, since it is then viewed as a US domiciled asset and subject to US estate tax. ... Maybe you already realised this, but I do not advise to buy US domiciled ETFs because of the estate tax risk (your heirs may be taxed twice on ...
by TedSwippet
Sun Jul 05, 2015 1:16 pm
Forum: Investing - Help with Personal Investments
Topic: Non-US citizen with US Brokers: Estate Tax risk?
Replies: 51
Views: 7787

Re: Non-US citizen with US Brokers: Estate Tax risk?

If death is immediate, I am guessing accidents are a likely cause. Stroke and heart attack appear to account for just under 30% of deaths . Accident and violence turn out to be way down the list (hence the ease and cheapness of obtaining insurance against them -- insurers are not mugs!). The chance...
by TedSwippet
Sat Jul 04, 2015 4:07 pm
Forum: Investing - Theory, News & General
Topic: USA-NRA Investing: VT = 80% VWRD + 20% WDSC
Replies: 6
Views: 534

Re: USA-NRA Investing: VT = 80% VWRD + 20% WDSC

VT and VWRD appear to track each other very closely, at least over the past couple of years. Admittedly not much to go on, because VWRD only launched in 2012. It might suggest, though, that the small cap element isn't a significant factor in VT's overall returns.
by TedSwippet
Fri Jul 03, 2015 2:10 pm
Forum: Personal Finance (Not Investing)
Topic: US Taxes + Foreign (NZ) Investing / Is Kiwisaver a PFIC?
Replies: 11
Views: 1232

Re: US Taxes + Foreign (NZ) Investing / Is Kiwisaver a PFIC?

I'd really like to see the BRICS and allies come up with a separate financial system from the USA and its "allies". The Asian Infrastructure Investment Bank could be the first sign that this is already happening: AIIB is regarded by some as a rival for the IMF, the World Bank and the Asia...
by TedSwippet
Fri Jul 03, 2015 10:02 am
Forum: Personal Finance (Not Investing)
Topic: US Taxes + Foreign (NZ) Investing / Is Kiwisaver a PFIC?
Replies: 11
Views: 1232

Re: US Taxes + Foreign (NZ) Investing / Is Kiwisaver a PFIC?

...Plus, the cost of filling out the forms just in case (my normal modus operandi) is extremely prohibitive. I don't think you want to fill out 8621 'just in case'. Unlike FinCEN-114 and 8938, 8621 isn't an informational form, but carries a real (and punitive) tax liability. The extreme complexity ...
by TedSwippet
Fri Jul 03, 2015 3:25 am
Forum: Personal Finance (Not Investing)
Topic: US Taxes + Foreign (NZ) Investing / Is Kiwisaver a PFIC?
Replies: 11
Views: 1232

Re: Taxes + Foreign Investing

For non-sheltered funds, PFIC is far and away your largest trap. The tax situation is appalling, but at least it is predictable and relatively well defined. Your choices are to either use individual shares or -- if this doesn't cause problems with NZ tax, and it might -- use US domiciled funds or ET...
by TedSwippet
Fri Jun 26, 2015 2:05 am
Forum: Investing - Help with Personal Investments
Topic: NON-US (Ireland) ETFs - Simplified Ultimate Buy and Hold Porfolio
Replies: 51
Views: 6823

Re: NON-US (Ireland) ETFs - Simplified Ultimate Buy and Hold Porfolio

Plus, with accumulating shares, you don't have any taxable events until you sell. That's not universally true. Many countries tax 'accumulated' dividends in the same way as any that have been paid out. This leaves investors with a considerable headache. They have to find the cash to pay the tax fro...
by TedSwippet
Sat Jun 20, 2015 3:10 am
Forum: Investing - Help with Personal Investments
Topic: Investing with Vanguard, not in US?
Replies: 11
Views: 1425

Re: Investing with Vanguard, not in US?

I'm not sure if this makes a difference but my parents were once residents. They had their green cards but they had to give them up because they couldn't afford to keep visiting the US to maintain their residency (every 6 months). So if they happen to have their SSN's, can they open a vanguard acco...
by TedSwippet
Thu Jun 18, 2015 11:20 am
Forum: Investing - Theory, News & General
Topic: Should I give up: Non-resident alien living in the US wants to buy MF?
Replies: 7
Views: 1175

Re: Should I give up: Non-resident alien living in the US wants to buy MF?

Check the requirements to be a 'resident' or 'U.S. person' for tax purposes. My guess is you already are. Actually, no. From http://www.irs.gov/Individuals/International-Taxpayers/Substantial-Presence-Test : Substantial Presence Test You will be considered a U.S. resident for tax purposes if you me...
by TedSwippet
Mon Jun 15, 2015 12:51 pm
Forum: Investing - Help with Personal Investments
Topic: NON-US (Ireland) ETFs - Simplified Ultimate Buy and Hold Porfolio
Replies: 51
Views: 6823

Re: NON-US (Ireland) ETFs - Simplified Ultimate Buy and Hold Porfolio

...The Key Investor Information for that fund shows 3% entry and exit charges ! http://etf.deutscheawm.com/LUX/ENG/Download/KIID/LU0322253906/-/MSCI-Europe-Small-Cap-Index-UCITS-ETF-%28DR%29 The Key Investor Information you cite also says: Entry and exit charges will only apply when shares are subs...
by TedSwippet
Mon Jun 15, 2015 3:16 am
Forum: Investing - Help with Personal Investments
Topic: Help,Investing in US Mutual Fund as a Non Resident not living in the US?
Replies: 4
Views: 414

Re: Help,Investing in US Mutual Fund as a Non Resident not living in the US?

... I'm thinking about opening a Vanguard account and investing in a US Mutual Fund but I'm moving to Australia soon . I'll be using my aunt's mailing address as I'm not a US citizen, resident or PR. If 'soon' is imminent, my advice would be to wait until you go, take your money with you to Austral...
by TedSwippet
Sun Jun 14, 2015 2:59 am
Forum: Investing - Help with Personal Investments
Topic: VTI alternatives for NRAs [Non-Resident Aliens]
Replies: 9
Views: 773

Re: VTI alternatives for NRAs [Non-Resident Aliens]

I would like to choose one Irish-based ETF and just keep adding money to that pot during the next following years. The Total World Stock Market sounds like a less-riskier, but it comes with a 0.25% expense ratio ... When looking at the higher TER you need to consider the wider picture. The US relie...
by TedSwippet
Fri Jun 12, 2015 2:58 am
Forum: Investing - Theory, News & General
Topic: Estate tax [NRAs]
Replies: 8
Views: 822

Re: Estate tax [NRAs]

chatbotte wrote:Just to be absolutely clear: if all my estate-taxable US assets are worth $70k and I pass away, does it mean my heirs are liable to pay US estate tax on $10k only?

Yes.
by TedSwippet
Thu Jun 11, 2015 10:46 am
Forum: Investing - Theory, News & General
Topic: Estate tax [NRAs]
Replies: 8
Views: 822

Re: Estate tax [NRAs]

Is there no other way than not invest in US bonds/equities at all if you want to avoid US estate tax? Also, do you have to pay your estate tax on the whole of your investment OR just the amount in excess of the US$60,000 threshhold? To be clear, holding VUSD for example, Vanguard's Irish domiciled ...
by TedSwippet
Thu Jun 11, 2015 2:41 am
Forum: Investing - Theory, News & General
Topic: Estate tax [NRAs]
Replies: 8
Views: 822

Re: Estate tax [NRAs]

You can sidestep ugly US tax issues by using Vanguard's EU domiciled ETFs. More details here: http://www.bogleheads.org/wiki/Nonresident_alien_taxation http://www.bogleheads.org/wiki/Nonresident_alien_with_no_US_tax_treaty_%26_Irish_ETFs https://www.vanguard.co.uk/documents/adv/literature/generic-pr...
by TedSwippet
Mon Jun 01, 2015 2:54 am
Forum: Investing - Help with Personal Investments
Topic: beginner's question about allocation... [Hong Kong]
Replies: 20
Views: 1755

Re: beginner's question about allocation... [Hong Kong]

I've been trying to encourage my Chinese penpal to begin investing by simulating a HKSE portfolio... The ETFs are German-domiciled so should avoid US tax issues. Although issued by Deutsche Bank, these ETFs appear to be domiciled in Luxembourg rather than Germany. Just a comment -- this is no bad t...
by TedSwippet
Sun May 31, 2015 1:14 pm
Forum: Investing - Help with Personal Investments
Topic: beginner's question about allocation... [Hong Kong]
Replies: 20
Views: 1755

Re: beginner's question about allocation... [Hong Kong]

For US stocks, I think I will have to pay around 30% of my dividend as withholding tax ... Rather late to the party here, but... you could reduce this to 15% (and bonus! -- sidestep possibly ugly US estate tax issues) if you use Irish domiciled ETFs in place of US ones. https://www.bogleheads.org/w...
by TedSwippet
Fri May 29, 2015 11:47 am
Forum: Investing - Help with Personal Investments
Topic: American living in Taiwan
Replies: 22
Views: 1875

Re: American living in Taiwan

Using low-cost investing vehicles in US is the right choice. Most of the mutual funds in Taiwan charge way too much. ... Never mind fund fees, the following alone is sufficient reason for a US citizen living abroad to avoid Taiwanese and any other non-US mutual fund : http://thunfinancial.com/why-a...
by TedSwippet
Wed May 27, 2015 6:00 am
Forum: Personal Finance (Not Investing)
Topic: Parents getting US green card - Tax planning
Replies: 8
Views: 1018

Re: Parents getting US green card - Tax planning

KPMG's U.S. taxation of foreign citizens would be a good introduction to the issues. KPMG updates it each year. Chapter 5 touches on several US tax traps presented by a move to the US, including: US capital gains tax on appreciation that occurred before becoming US resident; US capital gains tax on ...
by TedSwippet
Sun May 24, 2015 6:04 am
Forum: Investing - Help with Personal Investments
Topic: Currency risk for a Swede
Replies: 14
Views: 1137

Re: Currency risk for a Swede

...According to your link, the tax enters into effect if I die, correct? Right. do pay "foreign source tax" on the dividends, but the amount I pay is deducted from my Swedish taxes, so it shouldn't matter for total tax purposes. ... I'm not sure I understand the bit about "US-domicil...
by TedSwippet
Sat May 23, 2015 12:51 pm
Forum: Investing - Help with Personal Investments
Topic: Desired asset allocation for temporary US person?
Replies: 12
Views: 1019

Re: Desired asset allocation for temporary US person?

One thing that's not clear to me though, is why *estate* tax is being mentioned as particularly relevant here? AFAIU, this refers to taxation of a *deceased* person. Is that not correct? ... I can't see how it's that relevant ... Yes, that's correct. It doesn't apply to you right now, but it may ap...
by TedSwippet
Sat May 23, 2015 11:29 am
Forum: Investing - Help with Personal Investments
Topic: Currency risk for a Swede
Replies: 14
Views: 1137

Re: Currency risk for a Swede

... it's pretty much all Vanguard, and it's all traded in dollars ... Meaning that you directly hold Vanguard US-domciled ETFs such as VT, VOO, VWO and so on? If yes, be aware of the US estate tax , which kicks in at $60k of holdings for residents of countries that do not have an estate tax treaty ...
by TedSwippet
Tue May 19, 2015 3:08 am
Forum: Personal Finance (Not Investing)
Topic: Become Portugal tax resident ... pay no tax on US pension income for 10 years?
Replies: 11
Views: 1533

Re: Become Portugal tax resident ... pay no tax on US pension income for 10 years?

...and I've just remembered this, which may hole the plan below the waterline for a green card holder too. At least if they intend to remain a green card holder. Taking tax treaty benefits while a green card holder classifies you as a non-resident for that year, and this endangers the green card. If...
by TedSwippet
Mon May 18, 2015 5:56 pm
Forum: Personal Finance (Not Investing)
Topic: Become Portugal tax resident ... pay no tax on US pension income for 10 years?
Replies: 11
Views: 1533

Re: Become Portugal tax resident ... pay no tax on US pension income for 10 years?

Same boat as you. In this case is there a distinction between US citizen and US tax resident? By 'US tax resident' you mean green card holder? Possibly. The US/Portugal and US/UK treaties differ on this in an interesting way. For the UK -- the one with which I'm most familiar -- the savings clause ...
by TedSwippet
Mon May 18, 2015 3:53 pm
Forum: Personal Finance (Not Investing)
Topic: Become Portugal tax resident ... pay no tax on US pension income for 10 years?
Replies: 11
Views: 1533

Re: Become Portugal tax resident ... pay no tax on US pension income for 10 years?

... 1. Subject to the provisions of Article 21 (Government Service): (a) pensions and other similar remuneration derived and beneficially owned by a resident of a Contracting State in consideration of past employment shall be taxable only in that State; and ... http://www.irs.gov/pub/irs-trty/portu...
by TedSwippet
Sat May 16, 2015 1:33 pm
Forum: Personal Finance (Not Investing)
Topic: Impossible for US expats to open US bank accounts?
Replies: 11
Views: 1884

Re: Impossible for US expats to open US bank accounts?

I'm not sure why form 8839 fatca compliance is so onerous for individuals if turbotax can handle it. There are two parts to FATCA, and this is only one of them. The individual reporting is a pain, but mostly just a duplication of stuff already reported on FINCEN 114 (formerly FBAR). Several subtle ...
by TedSwippet
Sat May 16, 2015 11:44 am
Forum: Personal Finance (Not Investing)
Topic: Impossible for US expats to open US bank accounts?
Replies: 11
Views: 1884

Re: Impossible for US expats to open US bank accounts?

There's some factual problems with the article. ... Therefore I'm trying to figure out why someone who renounced their citizenship would have to report to the IRS unless they owned US assets? I don't see this stated in the article; did I miss something? There have been many misleading and/or slante...
by TedSwippet
Thu May 14, 2015 11:50 am
Forum: Investing - Help with Personal Investments
Topic: Give your two cents on my Vanguard selections [UK, Australia, HK]
Replies: 20
Views: 1516

Re: Give your two cents on my Vanguard selections [UK, Australia, HK]

Let's say a NRA has a US brokerage account with $1 million in non-US-domiciled ETFs. He plans to sell his non-US-domiciled ETFs, then move the $1 million cash to a US bank account, and then wire the $1 million cash overseas to his home country. ... In other words, in a matter of days, his exposure ...
by TedSwippet
Thu May 14, 2015 8:53 am
Forum: Investing - Help with Personal Investments
Topic: Give your two cents on my Vanguard selections [UK, Australia, HK]
Replies: 20
Views: 1516

Re: Give your two cents on my Vanguard selections [UK, Australia, HK]

Keep it simple. Use the domiciled Australian Vanguard Vanguard® MSCI Index International Shares ETF (VGS). This solves the problem of any US domiciled ETFs... Probably not good advice for a UK resident investor , as Vanguard Australia ETFs are highly unlikely to be HMRC reporting funds , leaving th...
by TedSwippet
Tue May 12, 2015 1:12 pm
Forum: Investing - Help with Personal Investments
Topic: Give your two cents on my Vanguard selections [UK, Australia, HK]
Replies: 20
Views: 1516

Re: Give your two cents on my Vanguard selections [UK, Australia, HK]

I would stick to my original suggestion: A non-US person / non-US citizen (NRA / non-resident alien) should stick to NON-US based accounts, and only invest in NON-US-domiciled funds & ETFs. http://www.bogleheads.org/forum/viewtopic.php?p=2487313#p2487313 I feel that's the safest path, rather th...
by TedSwippet
Tue May 12, 2015 10:58 am
Forum: Investing - Help with Personal Investments
Topic: Give your two cents on my Vanguard selections [UK, Australia, HK]
Replies: 20
Views: 1516

Re: Give your two cents on my Vanguard selections [UK, Australia, HK]

... If a non-US citizen / non-US person invests in US-domiciled funds & ETFs ... , then if they die, the US government will impose a brutal 40% estate tax on amounts over $60,000. That is indeed brutal! I had no idea. It definitely limits my choices. The US estate tax really is a man-eater, but...
by TedSwippet
Sun May 10, 2015 12:14 pm
Forum: Investing - Help with Personal Investments
Topic: foreign passive investment companies
Replies: 20
Views: 1637

Re: foreign passive investment companies

What grabiner says above. A US citizen receiving non-US source dividends may be able to claim a foreign tax credit against US tax, based on whatever non-US taxes the fund paid internally before paying you its dividend (form 1116, not for the faint hearted). They still have to pay US tax on the divid...
by TedSwippet
Sun May 10, 2015 11:34 am
Forum: Investing - Help with Personal Investments
Topic: foreign passive investment companies
Replies: 20
Views: 1637

Re: foreign passive investment companies

... US registered funds that invest internationally, such as VXUS - Vanguard Total International ... are capital gains considered foreign or US sourced? Both dividends and any capital gain from this are US sourced, because the fund is 'US domiciled'. The location of assets held within the fund is i...
by TedSwippet
Sat May 09, 2015 5:25 am
Forum: Investing - Theory, News & General
Topic: Wiki Review: NRA taxes & Ireland funds articles
Replies: 25
Views: 2503

Re: Wiki Review: NRA taxes & Ireland funds articles

...In my searching and filtering by Irish domicile, I have not found any ex-US all world fund ... I suspect few exist. With the possible exception of Japan, global ex-whatever funds are best for investors living in 'whatever' country to balance domestic against foreign. So ex-UK funds are marketed ...
by TedSwippet
Fri Apr 24, 2015 2:23 am
Forum: Investing - Help with Personal Investments
Topic: 33 year old NRA (treaty) investor needs help
Replies: 6
Views: 910

Re: 33 year old NRA (treaty) investor needs help

What do you mean by practicality issues? The fact that physically I will be at an age that may be challenging or the cost of doing so. I am not sure how much foreign tax I can write off -- I need to check with a financial adviser who is savvy on US/Irish tax. The thing is even if things are OK now ...
by TedSwippet
Thu Apr 23, 2015 4:06 pm
Forum: Investing - Help with Personal Investments
Topic: 33 year old NRA (treaty) investor needs help
Replies: 6
Views: 910

Re: 33 year old NRA (treaty) investor needs help

...Regarding treaty investing, you might find the Netherland's Wiki page useful. You did not mention which country you live in, but tax treaties, AFAIK, also increase the 60k estate tax cap. I believe Australia's treaty was up to $5m or so. Just to be clear, there are 'normal' tax treaties , coveri...
by TedSwippet
Sun Apr 19, 2015 4:03 am
Forum: Investing - Help with Personal Investments
Topic: Which brokers trade dollar listed ETFs on London Stock Exch
Replies: 44
Views: 3097

Re: Which brokers trade dollar listed ETFs on London Stock

Or are you saying that upon death, the position (still non-US domiciled) passes into the control of the beneficiary, who is then free to transfer the US-situs cash or non-US situs stock to his/her account? That one, in my experience -- based on a sample set of one. At death of an account holder a U...

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