Search found 66 matches

by Max
Tue Oct 01, 2024 1:18 pm
Forum: New NISA (2024~)
Topic: Can switch investment from taxable to NISA?
Replies: 2
Views: 297

Re: Can switch investment from taxable to NISA?

Thanks for your reply. Yeah, I'll just leave it in taxable, as it's only 6 man.
by Max
Mon Sep 30, 2024 3:17 am
Forum: New NISA (2024~)
Topic: Can switch investment from taxable to NISA?
Replies: 2
Views: 297

Can switch investment from taxable to NISA?

A purchase I made into a certain popular fund about a month ago is listed in my taxable account, rather than NISA. I expect I forgot to tick the NISA box. As tax hasn't come into play yet, can I ask the broker to shift it over to NISA?
by Max
Thu Sep 26, 2024 5:37 am
Forum: iDeCo
Topic: No iDeCo deduction from salary?
Replies: 12
Views: 1211

Re: No iDeCo deduction from salary?

i appreciate the replies. As I will probably only be in my current job one more year it is probably the proverbial blessing in disguise. Still, I was hoping to head off any potential problems with bank account name not matching brokerage name by having the money directly deducted.
by Max
Thu Sep 26, 2024 12:14 am
Forum: iDeCo
Topic: No iDeCo deduction from salary?
Replies: 12
Views: 1211

No iDeCo deduction from salary?

My employer has kindly filled in the iDeCo application form, but also told me they "can't" do deductions from my salary. Has anyone else had this experience? Given that the government mandates it as one of the ways to contribute to iDeCo, is my employer even allowed to refuse to make the d...
by Max
Sat Aug 31, 2024 11:51 am
Forum: iDeCo
Topic: IDeCo changes December 2024
Replies: 15
Views: 2862

Re: IDeCo changes December 2024

When the contribution limits go up in December, will it be a simple matter to raise your contributions if you wish to, or will it be a bureaucratic pain? Anyone have any info on this?
by Max
Sun Aug 18, 2024 6:43 am
Forum: Banking
Topic: SMBC Olive: the curse of the middle name
Replies: 11
Views: 2975

Re: SMBC Olive: the curse of the middle name

Or I may just demand that they repay me in cash, since they were happy enough to accept it from me :D
by Max
Sun Aug 18, 2024 6:10 am
Forum: Banking
Topic: SMBC Olive: the curse of the middle name
Replies: 11
Views: 2975

Re: SMBC Olive: the curse of the middle name

Thanks for that heads-up, Ben. I may have to open a Shinsei Bank account just so I can withdraw the funds.
by Max
Sun Aug 18, 2024 12:04 am
Forum: Banking
Topic: SMBC Olive: the curse of the middle name
Replies: 11
Views: 2975

Re: SMBC Olive: the curse of the middle name

I actually started my Nisa "journey" intending to go with Rakuten. During the application process a message appeared saying there was an irregularity, but its nature was not revealed. Tried again, same thing happened. Unhelpful. At which point, I decided to try SBI instead. The fact that, ...
by Max
Sat Aug 17, 2024 8:53 am
Forum: Banking
Topic: SMBC Olive: the curse of the middle name
Replies: 11
Views: 2975

Re: SMBC Olive: the curse of the middle name

I recently opened a Nisa with SBI, so am wondering whether to get an Olive card for the "gazillions of points". However, once they've roped in enough people they'll likely do the old bait and switch and drastically cut the points allocation. On the middle name issue, I ran into the same pr...