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Investing for Beginners - Week 7 - Module 7 - Brokers, Taxes & Global Realities

Mindshift Theory

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Investing for Beginners - Week 7 - Module 7 - Brokers, Taxes & Global Realities

19 просмотров · Трансляция закончилась 1 дн. назад
Mindshift Theory
74 подписчика
19 просмотров · Трансляция закончилась 1 дн. назад
Welcome to Investing for Beginners! You’ve taken a major first step toward understanding the stock market and putting your money to work. Free 8-week program: Week 7 - Module 7 The market creates wealth every single day—and you don't need a finance degree, thousands of dollars, or complex terminology to take advantage of it. Over this 8-week live course, Michele and Ricardo will break down how the game works without the jargon, overwhelm, or intimidation. Join us for Module 7: Tailored for international investors, this module addresses geographic platform selection, foreign tax rules, and regulatory hurdles. Students learn to optimize their accounts to avoid tax traps and legal inefficiencies. What We're Covering: Brokerage Matrix: Selecting platforms by region (US: Fidelity/Schwab/Robinhood; EU: Trading212/IBKR/Trade Republic; SA: EasyEquities/IBKR). EU Regulation (PRIIPs/UCITS): Accessing Irish-domiciled ETFs (e.g., CSPX, VUAA) to bypass direct US ETF restrictions and optimize tax efficiency. US Estate Tax Mitigation: Managing non-resident tax exposure on US-situs assets exceeding $60,000. South African Tax Considerations: Utilizing Section 6quat for foreign tax credits to manage SARS liabilities. Whether you are looking to build your core portfolio or sharpen your stock selection skills, this live class will give you practical tools you can use right away. Dont forget to subscribe to be notified about the next live session. Join us at the Wealth Circe for free to watch the entire program https://www.wealthcircle.mindshiftthe...