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Inheritance Tax For Index Investors Is Important?
By Turtle Investor  •  October 20, 2015

It has been three years (December 2012) since I first started writing on Index Investing. 150 blog posts and tens of thousands of words later, we are finally here.

In a morbid way, it is kind of fitting that inheritance tax is the final big piece of Index Investing puzzle left for me to tackle. Nah, don’t you worry. I’m gonna keep on writing for here. The possibilities are endless!

The last topic I wrote about was on dividend withholding tax, an area which had caused considerable confusion. By sharing what I knew, I realized that I had also learnt quite a bit during the process of communicating with you guys!

After that, there were a couple of requests for me to touch on inheritance tax (or commonly known as death tax or estate tax, although they aren’t exactly the same thing). The problem is that with my limited knowledge, ...

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By Turtle Investor
Hello there! I am Kevin and the author behind the Turtle Investor blog. At age 37, I hit CPF Full Retirement Sum (FRS) of $176,000 on the last day of 2019, twelve years after graduating from university. I am married and owns a 4-room apartment. I continue to be gainfully employed to build up my portfolio and provide my loved ones with better lives. Leaving everything behind and transitioning to a digital nomad life in Bali remains an option but not something that I’m actively pursuing now 🙂
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