Tag
schwab
3 posts tagged schwab
- NRI Finance·
Keeping your US brokerage account after returning to India: PFIC trap, Schedule FA, and what to sell
Returning NRIs can keep Schwab/Fidelity/IBKR accounts as Indian residents. But US-domiciled mutual funds trigger PFIC rules. What to sell, what to keep, and how to report.
- NRI Finance·
How to close or transfer a US brokerage account when leaving the US: IBKR, E*TRADE, Schwab, Fidelity
Leaving the US for India or another country? Most US brokerages won't hold accounts for non-US residents. Here's what happens to your E*TRADE, Schwab,...
- RSU Management·
W-8BEN for Indian RSU holders: what it is, how to file it, and what happens when it lapses
W-8BEN certifies your Indian residency to your US broker and cuts dividend withholding from 30% to 25% under the India-US DTAA. Here's exactly how to...