Up until now I have bought VRWL with a Swiss broker. Now, I have opened an account on IB and the new investments will be in VT.
Question: What is roughly the amount of VT to be held, in order to exceed the CHF 100 threshold in connection with the DA-1 (assuming the same dividend payments and no hard crash)?
Keep in mind that VT is only 55-60% US, if that plays the calculation role.
(I donât recall if itâs the fund domicile only or also the components that do)
Yes, i could do the analysis an the calculation by myself. However, if someone in the community knows the math by heart, my limited time and myself thank for sharing.
ps. if in this forum only questions would be asked, which could not be answered by according research, it would be quite empty âŠ
Foreign withholding taxes on paid dividends can be âcounted as a tax paymentâ at least partially for any foreign security, such as ETF or a stock. And not only from US, but also from other countries that have it. So for example NL funds can be attractive with this respect.
I guess theyâre talking about Bloomberg - Are you a robot? In short Vanguard managed to make their mutual fund behave like ETFs by linking them together (ETFs do not have capital gains internally since they only do in-kind redemption).
Honestly I donât see that going away, if the IRS closes it people will just move to the ETF version.
Edit: and the patent expires next year so there wonât be anything special about it by the point.
Edit2: and even if the ETF were to have taxable gain distribution, those wouldnât be taxed for swiss investors (after ictax gets the right data, it does differentiate between type of distributions).
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