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NISA & 積立NISA Complete Guide 2025: Maximize Your Tax-Free Investments

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What is NISA & 積立NISA?

NISA (Nippon Individual Savings Account) and 積立NISA are Japanese government-sponsored tax-free investment accounts designed to encourage long-term investing. Both allow individuals to invest in stocks, mutual funds, and ETFs with tax exemptions on capital gains and dividends.

Key Features
  • Tax-Free Growth: No taxes on capital gains or dividends within the annual limit.
  • Annual Contribution Limits: NISA: ¥1.2 million/year, 積立NISA: ¥400,000/year (as of 2025).
  • Eligibility: Japanese residents aged 20+.
  • Investment Period: NISA: 5 years, 積立NISA: 20 years.

How to Open a NISA/積立NISA Account

  1. Choose a licensed securities company or online broker.
  1. Submit required identification and application forms.
  1. Select your preferred investment products.
  • [Rakuten Securities](https://www.rakuten-sec.co.jp/) - User-friendly, low fees, extensive fund lineup.
  • [SBI Securities](https://www.sbisec.co.jp/) - Top-rated for beginners, robust support.
  • [Monex Securities](https://www.monex.co.jp/) - Innovative tools, global access.

Best Practices for 積立NISA

  • Diversify: Invest in a mix of domestic and international funds.
  • Automate: Set up monthly automatic investments.
  • Review Annually: Adjust your portfolio based on performance and goals.

Frequently Asked Questions

Q: Can I have both NISA and 積立NISA?

A: No, you must choose one per year.

Q: Are there risks?

A: All investments carry risk. Past performance does not guarantee future results.

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This article is for informational purposes only and does not constitute financial advice. Please verify all details with official sources before investing.

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