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Show new changes starting from 15:37, 16 April 2021
   
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13 April 2021

     21:51  Modified Adjusted Gross Income diffhist 0 FiveK talk contribs →‎MAGI for traditional IRA purposes: Update link for 2020

12 April 2021

     16:46  Template:TaxRateTable diffhist 0 LadyGeek talk contribs Fixed typo, suggested by iceport.
 m   16:18  US tax pitfalls for a non-US person moving to the US‎‎ 2 changes history +493 [TedSwippet‎ (2×)]
 m   
16:18 (cur | prev) +396 TedSwippet talk contribs Slightly clarify the section covering leaving US accounts behind.
 m   
04:17 (cur | prev) +97 TedSwippet talk contribs Add Japanese NISA accounts to the list of US tax traps.
 m   05:41  US tax pitfalls for a US person living abroad‎‎ 2 changes history +91 [TedSwippet‎ (2×)]
 m   
05:41 (cur | prev) 0 TedSwippet talk contribs Slightly reformat warnings.
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04:19 (cur | prev) +91 TedSwippet talk contribs Add Japanese NISA accounts to the list of US tax traps.
 m   05:41  Nonresident alien taxation diffhist +1 TedSwippet talk contribs Slightly reformat warnings.
 m   05:40  Taxation as a US person living abroad diffhist 0 TedSwippet talk contribs Slightly reformat warnings.
 m   05:40  Non-US investor's guide to navigating US tax traps‎‎ 2 changes history +182 [TedSwippet‎ (2×)]
 m   
05:40 (cur | prev) 0 TedSwippet talk contribs Slightly reformat warnings.
 m   
04:13 (cur | prev) +182 TedSwippet talk contribs Add Japanese NISA accounts to the list of US tax traps.

10 April 2021

 m   07:20  Building a non-US Boglehead portfolio diffhist -8 TedSwippet talk contribs Expand acronym on first use, some small whitespace and typo changes.
 m   04:57  Simple non-US portfolios diffhist +524 TedSwippet talk contribs Add a note on EUR hedging, small clarity changes.

9 April 2021

 m   17:48  Simple non-US portfolios diffhist +1,540 TedSwippet talk contribs Add sections to cover the new Vanguard LifeStrategy UCITS ETFs.

6 April 2021

 m   05:12  Passive foreign investment company diffhist +78 TedSwippet talk contribs Tiny formatting and readability changes.

5 April 2021

 m   17:36  Rebalancing diffhist +135 Sycamore talk contribs Add link to April 2019 paper https://personal.vanguard.com/pdf/ISGGBOT.pdf
 m   07:33  Risk tolerance diffhist +10 TedSwippet talk contribs Whitespace change.

4 April 2021

 m   04:24  Mutual funds: additional costs diffhist -117 TedSwippet talk contribs Apply {{US}} template. Small spacing changes, use {{quotation}}.
 m   04:01  Mutual funds and fees diffhist +20 TedSwippet talk contribs Apply {{US}} template.

3 April 2021

 m   23:52  Tax-efficient fund placement diffhist 0 Grabiner talk contribs →‎Advantages of taxable accounts: fixed typo in number
     21:03  Rebalancing diffhist +59 LadyGeek talk contribs Revised suggestion, provided by forum member kiss.
 m   11:32  Mutual fund‎‎ 3 changes history -550 [TedSwippet‎ (3×)]
 m   
11:32 (cur | prev) -34 TedSwippet talk contribs Allow table to resize, assorted capitalisation fixes.
 m   
11:04 (cur | prev) -549 TedSwippet talk contribs Shrink Fact Book table, fix some spacing and ref punctuation issues.
 m   
06:12 (cur | prev) +33 TedSwippet talk contribs Apply {{US}} template. Improve Fact Book table display, add 2020 Fact Book.

1 April 2021

     03:32  Backdoor Roth diffhist -140 Celia talk contribs →‎Definitions: removed reference to After-tax rollover to tax-deferred, as that is not permitted. See https://www.irs.gov/taxtopics/tc413

30 March 2021

 m   13:47  Backdoor Roth‎‎ 2 changes history +243 [Celia‎ (2×)]
 m   
13:47 (cur | prev) +134 Celia talk contribs →‎Cautions: minor clarifications under "Cautions"
 m   
12:48 (cur | prev) +109 Celia talk contribs →‎Contribute: Clarify why you might want to convert in a different year than when the contribution is made.

29 March 2021

     20:04  Social Security tax impact calculator‎‎ 5 changes history -5 [FiveK‎; LadyGeek‎ (4×)]
     
20:04 (cur | prev) -48 LadyGeek talk contribs Revised wording.
     
19:58 (cur | prev) +13 LadyGeek talk contribs Expand acronym.
     
19:57 (cur | prev) -23 LadyGeek talk contribs Replaced template, revised wording.
     
19:36 (cur | prev) +29 LadyGeek talk contribs Expand acronym on first use.
     
16:49 (cur | prev) +24 FiveK talk contribs →‎Spreadsheet: Update reference. At some point, "historical interest" won't justify maintaining this page.

22 March 2021

     18:46  Backdoor Roth diffhist +146 David Jay talk contribs Added "convert the entire balance" language
 m   13:07  Category:Non-US domiciles diffhist -2 TedSwippet talk contribs Update for moved category: 'Pages not applicable to Non-US investors' -> 'Pages not intended for non-US investors'.
 m   13:03  Template:US diffhist -1 TedSwippet talk contribs Update for moved category: 'Pages not applicable to Non-US investors' -> 'Pages not intended for non-US investors'.
 m   09:33  Taxation as a US person living abroad‎‎ 2 changes history -149 [TedSwippet‎ (2×)]
 m   
09:33 (cur | prev) -54 TedSwippet talk contribs Remove category covered by {{US expat}}.
 m   
04:55 (cur | prev) -95 TedSwippet talk contribs Add a new relevant wikilink, remove an irrelevant one.
 m   09:32  US tax pitfalls for a US person living abroad diffhist -54 TedSwippet talk contribs Remove category covered by {{US expat}}.

20 March 2021

     14:03  Backdoor Roth‎‎ 2 changes history +115 [LadyGeek‎; David Jay‎]
     
14:03 (cur | prev) +53 LadyGeek talk contribs Inserted link.
     
13:57 (cur | prev) +62 David Jay talk contribs Minor strengthing of 8606 linkage.

18 March 2021

     07:38  Backdoor Roth‎‎ 2 changes history +59 [LadyGeek‎; FiveK‎]
     
07:38 (cur | prev) +30 LadyGeek talk contribs Clarified definition.
     
03:07 (cur | prev) +29 FiveK talk contribs →‎Definitions: Note that Rollover IRAs are also known as Conduit IRAs