Jason FinanceThis topic covers the tools, rules and principles Taiwanese professionals need when investing in US stocks and ETFs through overseas brokers or Taiwanโs sub-brokerage services: comparing and opening brokerage accounts, funding them, index investing, regular investing, and taxes such as dividend withholding, the W-8BEN form and US estate tax.
This site explains tools and rules only. It does not analyse individual stocks or tell you what to buy now.
IB01 vs SGOV: two ultra-short U.S. Treasury ETFs that differ in domicile, accumulation and tax: Taiwan overseas income, withholding, estate tax and PFIC.
How to move Google RSUs from a Morgan Stanley stock plan account to Firstrade via DTC, with costs, plus 2026 transfers that arrived the same day.
The 10 principles of index investing, from low costs and no stock picking to global diversification and rebalancing, plus index funds vs active funds.