Tsumitate NISA

From RetireWiki.jp
Jump to navigation Jump to search

The Tsumitate NISA (つみたてNISA) is a tax-efficient investment account designed for monthly investments into Japanese-domiciled mutual funds. The annual limit that can be invested is ¥400,000. Investments made in a particular year are free of capital gains and dividend tax for 20 years.

Note that in any calendar year, an individual cannot contribute to both a NISA and a Tsumitate NISA.

See also