Search found 7 matches

by Tk_working_mom
Sun Apr 11, 2021 9:07 am
Forum: Taxes
Topic: Capital Gains in Tokutei Account
Replies: 1
Views: 279

Capital Gains in Tokutei Account

Hi there, very simple question. For those who own US stocks and receive dividends from them, I know I need to file Kakutei Shinkoku to get a refund of the 10% tax that is withheld by the US govt. What about capital gain tax upon the sale of stocks? Does the US govt withhold anything that I subsequen...
by Tk_working_mom
Mon Apr 05, 2021 8:11 am
Forum: Stock market investing
Topic: Japanese terminology: 評価損益
Replies: 1
Views: 273

Japanese terminology: 評価損益

Hi guys, really basic question here. On Rakuten shoken, I am trying to figure out what is my latest unrealized profit for all the positions that have OPEN. I see this "評価損益" on the Portfolio tab, can I assume that means "Unrealized Profit"? And is this as of the last biz day's en...
by Tk_working_mom
Tue Mar 17, 2020 12:47 am
Forum: RetireJapan for Dummies
Topic: Transferring positions from Rakuten to Interactive Brokers?
Replies: 1
Views: 2933

Transferring positions from Rakuten to Interactive Brokers?

Hello,

has anyone out there successfully transferred positions from Rakuten Securities to Interactive Brokers?
I have a bunch of ETFs in Rakuten I'd like to transfer to IB, but wanted to check how troublesome that was if anyone has done it.

Thanks!
by Tk_working_mom
Wed Mar 04, 2020 4:33 am
Forum: Stock market investing
Topic: Bond funds - are they really safe?
Replies: 4
Views: 4839

Bond funds - are they really safe?

I've been wondering for years now and never found the answer but maybe someone here can enlighten me. I know buying and holding a govt bond till maturity is safe - you get the coupon payments in between and the face value at maturity. Basic. The fluctuations in bond prices (caused by changes in the ...
by Tk_working_mom
Sun Mar 01, 2020 12:49 am
Forum: RetireJapan for Dummies
Topic: Furusato Nozei - the refund mechanics
Replies: 5
Views: 4140

Furusato Nozei - the refund mechanics

Hello, So I'm trying to figure out how I can confirm that all the monies donated get refunded (minus the 2,000 yen transaction fee). Via this website (link below), it seems the refund happens on 3 levels: http://dc.daiwa.jp/ideco/column/article_039/ 1. As a deduction from taxable income , so dependi...
by Tk_working_mom
Mon Feb 10, 2020 5:23 am
Forum: Stock market investing
Topic: What are these "mother funds"?
Replies: 2
Views: 1811

Re: What are these "mother funds"?

Thanks a ton, very helpful!
by Tk_working_mom
Wed Feb 05, 2020 1:30 am
Forum: Stock market investing
Topic: What are these "mother funds"?
Replies: 2
Views: 1811

What are these "mother funds"?

Hello, Let me start off saying I really appreciate the very useful information I got from reading this forum and Retire Japan website. It's an invaluable source and I hope you guys keep up, you're helping so many people, it's amazing! Now to the question, I was browsing through the prospectus of the...