Search found 86 matches

by SlowMovingInvestor
Sat Aug 12, 2017 3:50 am
Forum: Personal Finance (Not Investing)
Topic: When to pay estimated taxes on mutual fund distributions in December 2018?
Replies: 32
Views: 1771

Re: When to pay estimated taxes on mutual fund distributions in December 2018?

Fidelity's mutual funds for Total U.S. Stock Market and international will pay a hefty distribution in December 2018. Each around $0.97 per share in dividends and $0.30 per share in capital gains. I'm a little confused. Has Fidelity announced distributions for Dec 2018 already ? How is that possibl...
by SlowMovingInvestor
Tue Aug 08, 2017 12:06 am
Forum: Investing - Help with Personal Investments
Topic: Ultra Short Term Bond Fund
Replies: 6
Views: 899

Re: Ultra Short Term Bond Fund

I checked with my brokerage and it seems like they have a fairly hefty short term transaction fee for selling Ultra Short Term Bond Funds in a redemption period. So that is out as a MMF subsitude. The alternative seems to be to use floating rate loan ETFs like FLOT/FLRN. I have some free trades, (an...
by SlowMovingInvestor
Fri Aug 04, 2017 11:21 am
Forum: Investing - Help with Personal Investments
Topic: Ultra Short Term Bond Fund
Replies: 6
Views: 899

Ultra Short Term Bond Fund

I am looking for a place to park some spare cash (currently in an IRA at a broker) till I invest it in Vanguard ETfs. Here is previous thread on this. https://www.bogleheads.org/forum/viewtopic.php?f=1&t=224929&newpost=3478150 No MM Fund that pays more than 0.1% is available, and I have to k...
by SlowMovingInvestor
Thu Aug 03, 2017 6:31 pm
Forum: Investing - Help with Personal Investments
Topic: Money market Fund at TDAM
Replies: 3
Views: 241

Re: Money market Fund at TDAM

I wonder if you used the mutual fund screener to find a MM fund at TDAmeritrade or if you called your rep up and asked them. ? Or another possibility is a short-term bond ETF such as VCSH. Sure, you could lose money, but not a lot. The screener didn't bring up any MM funds. and I got an answer back...
by SlowMovingInvestor
Thu Aug 03, 2017 6:19 pm
Forum: Investing - Help with Personal Investments
Topic: Money market Fund at TDAM
Replies: 3
Views: 241

Money market Fund at TDAM

I have a TDAM account with a large cash position that I intend to invest into various stock and bond funds over the next few months 6-7 months. It may not be optimal, but I am not willing to put it all in right now. And I can't move it out to a higher yielding bank account and slowly dribble it in e...
by SlowMovingInvestor
Thu Aug 03, 2017 9:23 am
Forum: Investing - Help with Personal Investments
Topic: What Would You Do- Brokerage Transfer?
Replies: 9
Views: 422

Re: What Would You Do- Brokerage Transfer?

What percentage of the assets are not transferable? About 1/3 are not transferable Does it make sense to transfer the easy-to-move assets now, and wait to make decisions on the rest? If I do that, they will automatically rebalance the account to sell the ones I'm holding off on and buy the ones I j...
by SlowMovingInvestor
Sun Jul 23, 2017 5:18 am
Forum: Personal Consumer Issues
Topic: help with a new cell phone strategy
Replies: 8
Views: 1207

Re: help with a new cell phone strategy

Try Virgin Mobile. They have a $ 1/year plan for 1 year. You need to buy a new phone, but you were thinking of doing that. It is iPhone only so you need to see if the cost makes sense for you.

They use Sprint's network.
by SlowMovingInvestor
Sat Jul 22, 2017 8:36 pm
Forum: Personal Consumer Issues
Topic: Verizon- Why do they treat old customers worse?
Replies: 47
Views: 5207

Re: Verizon- Why do they treat old customers worse?

The simple answer is to just switch between Comcast and Verizon every two years. Yes it's a hassle but if you save $50/mo for 2 years that $1200 of aftertax money. It's to your advantage to take a day off work to make the switch. Why 2 years ? Does that assume you have signed a 2 year contract when...
by SlowMovingInvestor
Sat Jul 22, 2017 8:31 pm
Forum: Personal Consumer Issues
Topic: Verizon- Why do they treat old customers worse?
Replies: 47
Views: 5207

Re: Verizon- Why do they treat old customers worse?

Kiss your FIOS phone service goodbye during power outages, however, like the one in my area that lasted about a week as a result of sandy. Only we prehistoric copper landline people had phone service. Even cell phones were not working for some reason. I think doing away with copper landlines is a r...
by SlowMovingInvestor
Wed Jul 19, 2017 5:25 pm
Forum: Investing - Help with Personal Investments
Topic: Conduit IRA Requirement
Replies: 22
Views: 1124

Re: Conduit IRA Requirement

No employer plan is allowed to accept non-deductible contributions (and their gains). [Some people on this forum will disagree with me on the gains being permitted or not.] Am I missing something here ? The IRS seems to have acknowledged pretty clearly in Publication 590a that gains can be rolled o...
by SlowMovingInvestor
Wed Jul 19, 2017 7:06 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

So, I am waiting for the ME account process to be completed for the approved $1000 bonus. I have now asked the TD Ameritrade rep to match the ME $1000 bonus..........let's see if that works! I doubt this will work without a competing public bonus to show TDAM, and as I said before, most bonuses see...
by SlowMovingInvestor
Tue Jul 18, 2017 7:02 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

So, I am waiting for the ME account process to be completed for the approved $1000 bonus. I have now asked the TD Ameritrade rep to match the ME $1000 bonus..........let's see if that works! I doubt this will work without a competing public bonus to show TDAM, and as I said before, most bonuses see...
by SlowMovingInvestor
Tue Jul 18, 2017 7:40 am
Forum: Investing - Help with Personal Investments
Topic: What Major Companies are Not Included in Standard Vanguard Index Funds?
Replies: 14
Views: 1647

Re: What Major Companies are Not Included in Standard Vanguard Index Funds?

[ If we are talking private companies, then of course the sky is the limit-- just a tiny number of examples: - Koch Brothers group of companies, world's largest private oil refiner etc. - Bechtel - one of the world's largest construction companies - Ineos/ Jim Ratcliffe - one of the world's largest...
by SlowMovingInvestor
Tue Jul 18, 2017 6:41 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Unfortunately, current public brokerage bonuses are a lot worse than those avalable in the first quarter of the year. They are not even as good as those available just a few weeks back (Q2) -- unless one is willing to transfer $1M or so. Without public competing bonuses, Scottrade and others might f...
by SlowMovingInvestor
Mon Jul 17, 2017 6:00 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Earl I think you mentioned earlier that you were going to try and get a Scottrade bonus (might be the last opportunity before they merge with Etrade). Did you go ahead with that ? It seems like Scottrade's best bonus right now is around $300 for 100K, $600 for 250 K and so on. No competing bonus for...
by SlowMovingInvestor
Mon Jul 17, 2017 5:57 am
Forum: Personal Consumer Issues
Topic: Metropcs iPhone SE $200
Replies: 42
Views: 3065

Re: Metropcs iPhone SE $200

Consider going with Virgin Mobile https://www.bogleheads.org/forum/viewtopic.php?t=221692 The iPhone SE (32 GB) is $274 (with taxes, around $299). You get unlmited service for $1 (essentially free) for one year. Even the cheapest 1 year service plan with some data (excluding FreedomPop) will likely ...
by SlowMovingInvestor
Thu Jul 13, 2017 10:27 am
Forum: Personal Consumer Issues
Topic: DirectTV Install
Replies: 14
Views: 1019

Re: DirectTV Install

Thanks for all the comments. Quick follow up -- if I really don't like the location where the DirectTV installer proposes putting the dish, can I beg off at that point, or am I already bound by the contract at that point ? If I really intended to use the service for many years, I could put up with a...
by SlowMovingInvestor
Thu Jul 13, 2017 7:26 am
Forum: Personal Consumer Issues
Topic: DirectTV Install
Replies: 14
Views: 1019

DirectTV Install

I was thinking of signing up for DirectTV (my current TV operator is Verizon FIOS). In my case, the main motivation is really a 50000 AA mile offer with DirectTV install. I expect to drop the service in a year or so, but even with early cancellation, I think I'll come out ahead (AA miles are worth a...
by SlowMovingInvestor
Wed Jul 12, 2017 5:44 pm
Forum: Personal Consumer Issues
Topic: Virgin Mobile unlimited talk, text, data for $1?
Replies: 15
Views: 1851

Re: IMO, not a good company for seafood or cellphone service any more

So … I don’t think I’d spend that much money for a phone from them based on any promises they might make about the cost of future service. What the advertisements and promotions giveth, the fine print taketh away. jimb The cost of their phones is pretty much the market price for the phone. For the ...
by SlowMovingInvestor
Tue Jul 11, 2017 7:59 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I am about to initiate multiple transfers out of a 'temporary' rollover IRA to different firms -- thanks for the suggestions about opening multiple accounts to get multiple bonuses. 1) I am wondering if there could be issues if there were multiple transfer requests to an IRA at one firm (Fido) from ...
by SlowMovingInvestor
Sat Jul 01, 2017 7:10 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

A number of brokerages have short term redemption fees on funds and ETFs (typically those held less than 90 days). What happens when you do a transfer from (say) Broker A to B ? Will A access the short term redemption/trading fee (if within the 90 day window)? Assume the fund/ETF does not have to be...
by SlowMovingInvestor
Thu Jun 29, 2017 3:39 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

FYI -- I was told by an Etrade rep that they had a bonus of $20K for anyone who transferred in $4M (account had to be opened by quarter end , but I suspect that deadline is fungible). Obviously this is not an offer most people would be able to use because of the large sums involved, but I thought it...
by SlowMovingInvestor
Wed Jun 28, 2017 4:20 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Earl -- the end of the quarter is coming up. If bonuses change, is that likely to be announced immediately after the new quarter starts (based on your past experience) ? I have a deadline for moving some funds around, and was wondering whether to make use of the bonuses available now or wait till th...
by SlowMovingInvestor
Tue Jun 27, 2017 7:18 pm
Forum: Personal Consumer Issues
Topic: Consumer Reports Renewal (or not?)
Replies: 53
Views: 3601

Re: Consumer Reports Renewal (or not?)

Many libraries have online access to CR, so you can access it from your home and print out any article you're interested in. The paper copy in the library is likely to be reference only, so you can't check it out.
by SlowMovingInvestor
Mon Jun 26, 2017 6:00 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Earl Lemongrab wrote:Most custodians put the bonus in the IRA. I suggest reviewing the mini-FAQ at the start of the thread.


I did look at it, thanks. So custodians will even put bonuses in xferred Roth IRAs ? That would be really sweet, since they would never be taxed.
by SlowMovingInvestor
Mon Jun 26, 2017 5:52 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I received a few calls from Schwab already and still nothing from Etrade. Schwab was unable to match the TD $1000 offer ($250k+) but the rep was able to figure out a workaround by giving me $500 x2 for $100k *2 in deposits as my account is joint with DW and we have 2 accounts at VG. It seems that S...
by SlowMovingInvestor
Mon Jun 26, 2017 5:40 pm
Forum: Personal Finance (Not Investing)
Topic: Avoiding broker's fees on 401K conversion to IRA
Replies: 10
Views: 438

Re: Avoiding broker's fees on 401K conversion to IRA

5% for a large 401k/pension (as you said you were approaching retirement age, I presume it'll be a significant sum) is outrageous. Even load funds give breaks for large investments. Definitely roll it over to Fidelity, Schwab, Vanguard etc. Some firms will actually pay you to roll your funds over to...
by SlowMovingInvestor
Fri Jun 23, 2017 5:32 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Just wondering -- has anyone tried to get a transfer bonus out of Interactive Brokers ? I know that is not the sort of firm Bogleheads would normally use, but I was thinking of opening an account there, NOT for active trading, but for a small side project/hobby that require access to nearly live mar...
by SlowMovingInvestor
Fri Jun 23, 2017 5:06 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I called both E-Trade and Schwab and Schwab confirmed they'd match TD while E-Trade couldn't guarantee it. Both are having someone call me back. . Any particular group you had to contact at Schwab ? Or was it just their regular 800 line ? 800 number. They however sent a message internally and I rec...
by SlowMovingInvestor
Thu Jun 22, 2017 12:02 pm
Forum: Investing - Help with Personal Investments
Topic: Interesting Q? - Retired with decent assets overseas - Tax implications(US situs)
Replies: 1
Views: 146

Re: Interesting Q? - Retired with decent assets overseas - Tax implications(US situs)

Ok, I am just thinking for the future. Say I have a $1.5MM plus 401k, 457b, Roth IRA..and taxable. RMD's are due from 401k, or maybe the others also. I understand if you work overseas you have something called Foreign Exclusion (FEI), how does this impact my retirement payouts (viz. SS, 401k RMD, 4...
by SlowMovingInvestor
Thu Jun 22, 2017 10:15 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

SJR wrote:I called both E-Trade and Schwab and Schwab confirmed they'd match TD while E-Trade couldn't guarantee it. Both are having someone call me back.

.

Any particular group you had to contact at Schwab ? Or was it just their regular 800 line ?
by SlowMovingInvestor
Wed Jun 21, 2017 6:03 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

What would the withdrawal policy be for E-Trade and Schwab if they matched an offer ? That is related to the general question I had --- how does one confirm the terms of the offer from a rival brokerage ? Note that if you don't already have an account, you likely can't send a message via their inte...
by SlowMovingInvestor
Tue Jun 20, 2017 7:34 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

From looking a little at expired offers, it seemed to me that there used to be better bonus offers from more brokerages in the near past and they've fallen off this quarter (Fido being one example -- they even dropped their airline miles ofefrs)? Is this correct (it's hard to check on expired offer...
by SlowMovingInvestor
Tue Jun 20, 2017 7:06 pm
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 8652

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

Somewhat related, amboy direct offers 12 months esavings CD for 1.51%, with additional deposits during first 6 months

https://www.depositaccounts.com/banks/a ... ct/offers/

But it's only for NJ residents.
by SlowMovingInvestor
Sun Jun 18, 2017 9:16 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I noticed the TD offer ends soon so thinking of just starting there. They've been renewing the $1000 offer regularly, but indeed they might not. From looking a little at expired offers, it seemed to me that there used to be better bonus offers from more brokerages in the near past and they've falle...
by SlowMovingInvestor
Fri Jun 16, 2017 4:21 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

But you have to leave the funds with most providers for a certain period of time (4-6 months) to get the bonus, right ? Not all providers have good cheap funds available, so I'm reluctant to leave too much money with them -- the bonus could be overwhelmed by high expense ratios in funds (although I...
by SlowMovingInvestor
Fri Jun 16, 2017 4:12 pm
Forum: Personal Consumer Issues
Topic: Beware Citibank Bonus Promotion
Replies: 39
Views: 6419

Re: Beware Citibank Bonus Promotion

Now I'm wondering about a similar offer from HSBC who seems to get even worse ratings for their local operations......not necessarily their bonus. Is this the HSBC bonus you're referring to ? https://www.us.hsbc.com/1/2/home/personal-banking/share The individual you referred will receive a $500 ref...
by SlowMovingInvestor
Fri Jun 16, 2017 3:24 pm
Forum: Personal Consumer Issues
Topic: Beware Citibank Bonus Promotion
Replies: 39
Views: 6419

Re: Beware Citibank Bonus Promotion

I received my $500 bonus. Would I do it again...absolutely not. Easier ways to make money...like signing up for credit cards. Citi was rough dealing with over the phone...never again. That account is closed! How long did it take you in total from account opening ? And did you get the feeling that C...
by SlowMovingInvestor
Fri Jun 16, 2017 4:44 am
Forum: Personal Consumer Issues
Topic: Beware Citibank Bonus Promotion
Replies: 39
Views: 6419

Re: Beware Citibank Bonus Promotion

I'm in the same situation -- signed up over 3 months back ($500 bonus). I sent Citi a message and they responded with a rather incoherent message saying that I had fulfilled the eligibility requirements. The message then had a garbled paragraph (in bad English) saying that their promotion team would...
by SlowMovingInvestor
Tue Jun 13, 2017 6:07 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Yeah, if it were me I'd chop that into four rollovers and see how many custodians I could get to match TD Ameritrade. And use TDA, but then I like them as a custodian. But you have to leave the funds with most providers for a certain period of time (4-6 months) to get the bonus, right ? Not all pro...
by SlowMovingInvestor
Mon Jun 12, 2017 7:04 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 512
Views: 73991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Schwab's the only one of the major firms that I've transferred into my previous/old account. I get my local rep to match the best competing offer at the moment, and their marketing department actually sends me a letter documenting the match (terms, amounts, etc.) a few days later. So then my rep ju...
by SlowMovingInvestor
Wed Apr 12, 2017 4:52 pm
Forum: Personal Finance (Not Investing)
Topic: Severance
Replies: 16
Views: 1852

Re: Severance

I have not signed the rest of the severance and release agreement, so I may have a little leverage in getting my former employer to pay out cash. But not that much -- it's really not worth it to me to indulge in a protracted round of back and worth with the company. Thanks for any comments. Been th...
by SlowMovingInvestor
Wed Apr 12, 2017 2:46 pm
Forum: Personal Finance (Not Investing)
Topic: Severance
Replies: 16
Views: 1852

Re: Severance

Are you asking if you can receive cash for this service instead of meeting with their consultant to prepare your resume? Do you know if your companies pays these service per head or a lump sum? If it is lump sum, it may be difficult for company to pay you "extra" on top of what they alrea...
by SlowMovingInvestor
Wed Apr 12, 2017 2:13 pm
Forum: Personal Finance (Not Investing)
Topic: Severance
Replies: 16
Views: 1852

Severance

I was let go from my job last week (part of a RIF of 60+). It's something that I had been expecting for a while since the company has been shrinking, and I am under no financial (or emotional) stress whatsoever. The company offered outplacement services along with severance. I am not sure I want to ...
by SlowMovingInvestor
Mon Feb 27, 2017 1:50 pm
Forum: Personal Finance (Not Investing)
Topic: More support for backdoor Roth? [Roth IRA Decision reversing Tax Court]
Replies: 27
Views: 3330

Re: More support for backdoor Roth? [Roth IRA Decision reversing Tax Court]

There is also the practical aspect of this -- millions of people have taken advantage of this loophole. It is simply impractical for the IRS to assess penalties on so many people even if backdoors were indeed not allowed (which is doubtful -- I think it's perfectly legal) I'd guess Federal judges ma...
by SlowMovingInvestor
Mon Feb 27, 2017 7:33 am
Forum: Personal Finance (Not Investing)
Topic: Turbo Tax and Form 1116
Replies: 2
Views: 452

Turbo Tax and Form 1116

I have some passive foreign income from various funds (and a few foreign stocks) in various brokerage and MF accounts. I've been trying to fill in the foreign tax credit section using Turbo Tax and am finding it rather frustrating. My recollection is that it's always been a little cumbersome to fill...
by SlowMovingInvestor
Sun Feb 26, 2017 5:52 pm
Forum: Personal Finance (Not Investing)
Topic: Valuing Charitable Donations of books/comics
Replies: 2
Views: 341

Valuing Charitable Donations of books/comics

I donated a number of lots of comics and books last year to various charities (I have receipts, photos etc). Generally excellent condition (books read only once, comics Fine or Very Fine) Most of the comics aren't worth more than $1 or so. A few are worth more -- we're not talking Action #1, or even...
by SlowMovingInvestor
Sun Feb 26, 2017 12:35 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Fund US Gov Obligation Income
Replies: 1
Views: 178

Vanguard Fund US Gov Obligation Income

Vanguard provides a list of US Gov obligation Income of various funds at tax time. That is useful for filling out state taxes: However (unless I missed it on their web site), they don't seem to provide an equivalent list for their ETFs. Certainly some of their Bond ETFs would seem to have significan...
by SlowMovingInvestor
Wed Feb 22, 2017 7:23 pm
Forum: Investing - Help with Personal Investments
Topic: Loss on Foreign Currency CD
Replies: 11
Views: 915

Re: Loss on Foreign Currency CD

I spoke with Everbank and they implied I could deduct on Schedule D, HOWEVER, this exchange seems to imply that the loss is NOT deductible! m "there is no loss since the money is held in the base currency of the bank.. it would have to be a trading account with mark to market to take a loss. Y...
by SlowMovingInvestor
Wed Feb 22, 2017 4:14 pm
Forum: Investing - Help with Personal Investments
Topic: calculating the taxes of foreign etfs
Replies: 2
Views: 193

Re: calculating the taxes of foreign etfs

One more issue is that foreign ETF dividends might sometimes be qualified (typically if the US has a tax treaty with that country). Those would be taxed at a lower level in a taxable account. That is something you might want to consider also. Personally, I would put most foreign stock ETFs in a taxa...