Talk:Nonresident alien investors and Ireland domiciled ETFs

Reader feedback: I think it will be helpful to add some lazy portfolios
37.142.249.42 posted this comment on 25 January 2017 (view all feedback).

I think it will be helpful to add some lazy portfolios for NRA's and to compare them. IWDA + EIMI vs VWRL vs VDEV + VFEM

Any thoughts?

Peculiar Investor 09:24, 26 January 2017 (EST)


 * Such portfolios have been added in a seperate wiki page
 * --BeBH65 18:30, 11 September 2019 (UTC)

Do we need to continue to use NRA in this page? or speak about non-US investor
--BeBH65 18:30, 11 September 2019 (UTC)

The term nonresident alien has a definitive meaning with the US taxation agency, the Internal Revenue Service. It is best to keep the terminology, unless there is no connection to this status. --LadyGeek 22:07, 11 September 2019 (UTC)

Indeed NRA has a definite meaning in the US tax legislation. As we are moving towards more non-US focussed pages, I beleive we will move further and furthet away from using the US as "reference" and "anchor point". I believe that pages like these will be able to stand on their own, with only minor reference to the U.S. --> I will probably come back on this question later. :-) --BeBH65 16:50, 12 September 2019 (UTC)

L2TW two conflicting definitions used on this page!
See also https://www.bogleheads.org/forum/viewtopic.php?f=22&t=317364 How can we solve this? --BeBH65 15:11, 11 June 2020 (UTC)
 * L2TW: Percentage of tax withholding by the country where the fund is domicile
 * L2TW: Percentage of tax withholding on dividends the individual pays (Level 2


 * Perhaps I'm missing something, but I don't see any conflict in these. Both indicate that this is withholding tax levied by the ETF's country of domicile (so 30% for US, reducible if treaty, and 0% for Ireland). Anyway, I've edited the page to try to clarify exactly where L1 and L2 taxes fall, and ensured that the definitions are phrased identically throughout. Let me know if this helps (or doesn't!). --TedSwippet 13:36, 12 June 2020 (UTC)


 * thanks that looks good/consistent.

BeBH65 16:28, 15 June 2020 (UTC)