You are switching to US stocks and I am planning too but I want to see how do you manage or view the risks by having too many assests in US. For example, estate duty. Per my understanding, if you are non US citizen and situs assests exceed US60k, you are subject 40% estate tax. I am still searching whether US treasury is considered as situs assest.
I think young people may not consider it but middle age people shall consider it..
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集思廣益: 投資美股不可忽視的潛在風險
今天有網友私下詢問我關於投資美國資產 (包括美股), 日後可能涉及的遺產稅問題。
You are switching to US stocks and I am planning too but I want to see how do you manage or view the risks by having too many assests in US. For example, estate duty. Per my understanding, if you are non US citizen and situs assests exceed US60k, you are subject 40% estate tax. I am still searching whether US treasury is considered as situs assest.
I think young people may not consider it but middle age people shall consider it..
實話實說, 我以前完全沒有意會到相關旳風險, 因為以我的年紀, 理論上不應如此早考慮遺產稅的問題, 而網友提及的資訊亦令我相當震驚, 原來投資美股, 即使是非美國公民, 萬一意外逝世, 事先沒有清理美國資產的話, 涉及美國的資產將會被美國政府課稅最高達40%!
我剛才也上網搜索了一些網上的資料, 有個台灣博客就相關議題有較為深入的分享:
美股遺產稅》投資人如何預先安排，讓家人取回海外遺產？