Don't get into the new NISA yet! There are some drawbacks.
If you invest stocks or investment trusts in a NISA account and make a profit, it is certainly tax-exempt.
However, if a loss occurs in the NISA account, there is a disadvantage in that it cannot be offset against other gains and losses. From an expected value perspective, the benefit of tax exemption and the disadvantage of not being able to offset other gains and losses are the same. Furthermore, if you inherit while there is an unrealized loss in your NISA account, the loss will be confirmed.
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🔸Enman Souzoku Tax Accountants' Corporation🔸========================
Company website🌟https://osd-souzoku.jp/
Inheritance tax returns🌟https://osd-souzoku.jp/souzokuzei-shi...
Death preparation🌟https://osd-souzoku.jp/souzoku-taisaku/
Enman Inheritance School🌟https://osd-souzoku.jp/enmansouzoku-s...
Recruitment Information🌟https://recruit.osd-souzoku.jp/
🔸Tax Accountant Keita Tachibana🔸=============================
・Born in October 1987
・Noda City, Chiba Prefecture (childhood)
・Aoba Ward, Yokohama City (youth)
・Graduated from Senshu University's School of Business
・Passed five subjects of the Tax Accountant Examination at age 23
・Joined Yamada & Partners Tax Accounting Firm
・Opened his own practice as a tax accountant specializing in inheritance tax in 2017
・Currently serves as the lead tax accountant at Enman Sozo Tax Accounting Firm
・Living with my wife and son (I share my personal life on Instagram♪)
For more details, please see my profile here: 🌟 https://osd-souzoku.jp/upbringing/
🔸Publications🔸====================================
The Truth About Inheritance🌟 https://amzn.asia/d/1HhA5eA
The Truth About Inheritance Procedures🌟 https://amzn.asia/d/bDHbNGq
Understanding Inheritance in Manga🌟 https://amzn.asia/d/huhXRbr
🔸Social Media🔸===== ================================
Instagram🌟 / tatti.souzoku
Twitter🌟 / enman_souzoku
[Table of Contents]
00:00 Introduction
01:32 Basic knowledge of taxes related to stocks and investment trusts
02:40 Disadvantages of the New NISA (Netting of Profits and Losses, Carryover Deductions)
06:20 From an expected value perspective, the only benefit of NISA is dividends
08:25 What happens if you inherit while holding a New NISA?
12:57 How to approach investing
14:29 Summary
15:35 Introduction to Enman Sozo Tax Accountants Corporation
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