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𝒻𝓇𝓊𝑔𝒶𝓁 𝒻𝓇𝑒𝒾 𝓈𝑒𝒾𝓃 🗽
@frugalfreisein
11Mo·

For those of you who are fully or partially invested in distributing ETFs. What is your experience with the upfront lump sum? In my case, an S$P 500 ETF ($VUSA (+0,56 %) ) and a NASDAQ 100 ETF ($EXXT (+1,19 %) ) with the up-front lump sum, whereby both were cushioned by tax-free amounts.


Did the tax-free allowances also cushion the tax burden for you? Or were assets also fleeced, or did someone have no cover at all?

10 Commentaires
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Kai@fcsp
11Mo
I have two ETFs with SC and nothing has been debited from my account so far and the exemption order has not been affected either.
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EndOfWarrior@EndOfWarrior
11Mo
In my case, the upfront fee was debited from Scalable. I therefore had a negative balance. I simply transferred the difference and now I have peace of mind for this year.
P.s. I don't have an allowance with the broker either
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Enrique@Dividenden_Monteur
11Mo
Nothing has come for my $HMWO so far
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ToDaMoon@randomdude
11Mo
I thought there was no upfront fee for distributing ETFs, but only for distributing ETFs?
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Stonksonlygoup@SOGO
11Mo
@randomdude is actually the case
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𝒻𝓇𝓊𝑔𝒶𝓁 𝒻𝓇𝑒𝒾 𝓈𝑒𝒾𝓃 🗽@frugalfreisein
11Mo
@randomdude only as long as the distribution is higher than the lump sum, as you have already been charged capital gains tax on the distribution. With my S&P 500 ETF there were distributions, but less than the lump sum. That's how I understood it.
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Jan@JJS
11Mo
@frugalfreisein Correct!

@randomdude The idea of the 2018 financial tax reform was precisely to treat all ETFs uniformly, regardless of whether they are distributing, accumulating, domiciled in DE or not.

To check and understand for yourself:

https://www.finanzfluss.de/rechner/vorabpauschale-berechnen/
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Chreezy@Chreezy
11Mo
Since when has an advance lump sum been charged for distributing ETFs?
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Jan@JJS
11Mo
@Chreezy Since the introduction of the advance lump sum in 2018
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𝒻𝓇𝓊𝑔𝒶𝓁 𝒻𝓇𝑒𝒾 𝓈𝑒𝒾𝓃 🗽@frugalfreisein
11Mo
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