Search found 9 matches

by donut
Thu Sep 01, 2022 2:46 pm
Forum: RetireJapan
Topic: Problems accessing drop down menu in iOS?
Replies: 7
Views: 3004

Re: Problems accessing drop down menu in iOS?

It is not only your device. I have the same problem on my iPhone. I cannot click the menu button.
To go to the forums, I then click Ben's weekly post, because he always posts a link to the forum in it. But for new members, it will be confusing.
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by donut
Thu Sep 01, 2022 2:39 pm
Forum: Legacy NISA (~2023)
Topic: NISA Roll-Over Question (2022 Guide)
Replies: 3
Views: 394

Re: NISA Roll-Over Question (2022 Guide)

Whole amount for that year even if it's over the limit, yes. There are some details on the process here https://retirewiki.jp/wiki/NISA. Thanks for the answer and link. So it is possible to keep even the grown part tax free for some more time. The purpose of the 5 year limit is to keep you at an in...
by donut
Thu Sep 01, 2022 1:34 pm
Forum: Legacy NISA (~2023)
Topic: NISA Roll-Over Question (2022 Guide)
Replies: 3
Views: 394

NISA Roll-Over Question (2022 Guide)

Today I was sitting in a Cafe reading the new NISA guide. (Thanks to Ben by the way! It is a great guide! I just paid into my NISA at the beginning of each year, but did not think otherwise, so it is good to refresh!) Reading the roll-over sections, I had a bit of a question: With the regular NISA, ...
by donut
Wed Nov 24, 2021 12:37 pm
Forum: RetireJapan
Topic: RetireJapan Online Conference
Replies: 34
Views: 10065

Re: RetireJapan Online Conference

Thank you for the conference!
It was great. I did not expect it, but I could learn a little bit from all sessions.
There were so much talk about real estate, now I need to think if diversifying outside stock is a path to research more..
by donut
Wed Apr 14, 2021 10:05 am
Forum: Stock market investing
Topic: Simple Q&A - Stock market investing
Replies: 249
Views: 98251

Re: Simple Q&A - Stock market investing

Yeah, not something to worry too much about, I would imagine. Of course you only generate a gain or loss when you sell, or when you get a dividend if the stock gives dividends. I am still starting out and 100% in funds. So until I sell, I hope nothing to worry about. I invest mostly in index funds,...
by donut
Wed Apr 14, 2021 1:33 am
Forum: Stock market investing
Topic: Simple Q&A - Stock market investing
Replies: 249
Views: 98251

Re: Simple Q&A - Stock market investing

Yep, it is set up correctly. My understanding is that the 20.315 % will be automatically taken for any capital gains you make on those investments you purchase in your tokutei account. In this case, you do not need to submit anything. Thanks! Then I will get started! If you wanted to claim that cap...
by donut
Tue Apr 13, 2021 1:20 pm
Forum: Stock market investing
Topic: Simple Q&A - Stock market investing
Replies: 249
Views: 98251

Re: Simple Q&A - Stock market investing

I have a beginner question: I am thinking of investing outside NISA for the first time. I am still unsure about the tokutei account and tax. Am I reading the settings page correctly, my account is set up so I the taxing is done automatically? With these settings, is there anything I have to do for t...
by donut
Sat Dec 26, 2020 10:19 am
Forum: Legacy NISA (~2023)
Topic: Beginner Questions About Nisa Purchase Form
Replies: 2
Views: 513

Re: Beginner Questions About Nisa Purchase Form

A fast reply!

So the mutual fund price can be anything. Great!

Regarding the accounts, so I normally use NISA as much as possible.
But if I wanted to invest more, I would choose Tokutei (特定).

Thank you for the answers!
This website and book are very helpful!
I plan to stay around.
by donut
Sat Dec 26, 2020 9:51 am
Forum: Legacy NISA (~2023)
Topic: Beginner Questions About Nisa Purchase Form
Replies: 2
Views: 513

Beginner Questions About Nisa Purchase Form

Hello! This is my first post in the forums :) I am a first time investor. I bought the Retire Japan NISA book. I tried to read as much as possible online. Until recently, I never thought about investing. I started this year the normal NISA (Not Tsumitate) and bought some things. This year I just tri...