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Huaren
等级少尉
威望2
贴子1659
魅力3283
注册时间2004-03-17

thds

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请问开ROTH账户必须是公民或者绿卡吗?

2018

4

2007-03-12 21:33:00

我在firstrade上准备开户, 开户过程中问是否是居民, 我就答了是, 但是后来填具体的个人信息时又让选"永久居民(绿卡)" 和 "公民", 而且只有这两种选项.我还没有绿卡呢.

该怎么办呢? 刚才已经选了"永久居民(绿卡)"一项, 但是后来想想, 以后会不会算我欺骗啊? 现在只是帐号开了, 还没放钱进去. 是不是应该跟他们更正下? 别的地方开户也是这样的吗?

Huaren
等级下士
威望1
贴子793
魅力1187
注册时间2007-03-12

SundaySun

只看他

2007-03-12 23:27:00

我也想知道。打算马上开始研究这些东东了。
Huaren
等级中尉
威望3
贴子2137
魅力3019
注册时间2004-10-31

zhuqing

只看他

2007-03-13 00:14:00

i opened one roth ira account at fidelity. they don't ask anything about your residential status. i'm F1.
Huaren
等级等待验证会员
威望--
贴子54
魅力334
注册时间2007-02-12

kathzh

只看他

2007-03-14 02:21:00



As long as you have US source taxable compensation ,
you are eligible to open the Roth IRA account, regardless of your nationality.


When a person opens an account at a financial institution, the firm needs to
verify the client's valid ID (SSN, name , etc) through CIP (customer
identification program).


Since you are not a US-citizen/resident, in order to minimize withholding taxes
and any tax consequence, the financial institution would request you to fill
out one of four versions of W-8. In your case, you should call the brokerage
firm and clarify with them...




[此贴子已经被作者于2007-3-14 2:25:31编辑过]

Huaren
等级大校
威望32
贴子26841
魅力26818
注册时间2006-12-30

complicated

只看他

2007-03-16 11:35:00

这应该不关身份的问题吧?因为我记得以前买Life insuarnce的时候只是要是美国的居民就可以了,
初始化编辑器...

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