Search found 15 matches
- Sun Aug 25, 2024 12:36 am
- Forum: Stock market investing
- Topic: Asset allocation before/during Retirement
- Replies: 42
- Views: 7556
Re: Asset allocation before/during Retirement
Slightly off topic, but relating directly to the question above. I think it'll probably be quite difficult to get an annuity from the UK while tax-resident in Japan. My wife wanted to vest her private pension in the UK into an annuity while the rates were good. When I called the various best buy an...
- Fri Aug 23, 2024 5:22 am
- Forum: Stock market investing
- Topic: Asset allocation before/during Retirement
- Replies: 42
- Views: 7556
Re: Asset allocation before/during Retirement
Ben said he would investigate about what might be on offer in Japan in relation to annuities. Yes, I am overdue on this one! Just a quick Google and went with Legal & General calculator not bad annuity rates. (Biggest provider of annuities in the UK) I would take at a guess that you could get b...
- Fri Aug 23, 2024 5:01 am
- Forum: Stock market investing
- Topic: numbers in Monex trading history don't add up
- Replies: 2
- Views: 1173
Re: numbers in Monex trading history don't add up
I suspect it's because they work on averages, not individual buys and sell lines
If you get the electronic contract note for the sell, you'll see their figures.
MY PAGE > 保有残高・口座管理 > 電子交付書面
torata
If you get the electronic contract note for the sell, you'll see their figures.
MY PAGE > 保有残高・口座管理 > 電子交付書面
torata
- Fri Feb 23, 2024 4:17 am
- Forum: New NISA (2024~)
- Topic: Moving outside of Japan
- Replies: 24
- Views: 3744
Re: Moving outside of Japan
Adam I take the point about US tax treatment of assets held overseas, but the wider question of 'what happens to my NISA if I move overseas permanently or temporarily' is probably useful to a number of people. Ok got it. Was clarifying because you specifically quoted the point about PFICs and that'...
- Fri Feb 23, 2024 4:15 am
- Forum: Stock market investing
- Topic: ETFs being wound up
- Replies: 3
- Views: 1049
ETFs being wound up
Question is: Do Toshi shintaku trusts also get wound up? There's a bit of background to explain the question: One of the ETFs I have 'Nikkei 400 Small and Mid-cap' (ticker: 1492, Mitsubishi UFJ) is being wound up because it's become too small and now inefficient to run. It's mostly in a general acco...
- Fri Feb 23, 2024 3:20 am
- Forum: New NISA (2024~)
- Topic: Moving outside of Japan
- Replies: 24
- Views: 3744
Re: Moving outside of Japan
This might be the biggest point in Tkydon's post.avoid issues. But again, I'm no expert on this. I looked into what happens to NISA investments if you go abroad and are non-tax resident in Japan for say a year. The point is less about being Japanese tax resident, and more about what restrictions be...
- Fri Feb 23, 2024 2:14 am
- Forum: New NISA (2024~)
- Topic: Moving outside of Japan
- Replies: 24
- Views: 3744
Re: Moving outside of Japan
You will need to be careful when you receive your US Greencard that you don't fall foul of PFIC. (Others can elaborate) This might be the biggest point in Tkydon's post. I'm not sure of the details, but it might pragmatically mean basing all your investments in US brokerages instead of Japanese one...
- Sat Feb 03, 2024 12:08 am
- Forum: Stock market investing
- Topic: Questions about Building Dividend Stock Portfolio
- Replies: 18
- Views: 2295
Re: Questions about Building Dividend Stock Portfolio
Hello, l'm hoping someone could help me with this: Is there a significant difference (aside from currency exchange rate) between investing directly in the VYM ETF in USD through SBI and getting a Japanese fund that benchmarks the VYM, like the SBI-SBI V US High Dividend Stock Index Fund? My income ...
- Mon Jan 29, 2024 5:44 am
- Forum: Stock market investing
- Topic: Questions about Building Dividend Stock Portfolio
- Replies: 18
- Views: 2295
Re: Questions about Building Dividend Stock Portfolio
Maybe I’m looking at the wrong tab on the SBI website. All other dividend stock options I see that are NISA compatible are similar to the one I posted above. SBI Dividend yield ranking: https://site0.sbisec.co.jp/marble/fund/ranking/fundranking.do?Param6=yield&Param7=monthly&Param8=all http...
- Mon Jan 29, 2024 5:19 am
- Forum: RetireJapan for Dummies
- Topic: Representative Director - Risks without Rewards
- Replies: 18
- Views: 13937
Re: Representative Director - Risks without Rewards
I became 代表取締役, kind of by default, for a small company I was a senior manager at when the then CEO and代表取締役, who was terminally ill, decided to give back her gaijin card to immigration on the spur of the moment when she went to Europe to spend more time with her boyfriend. It was only after all the...