Is it necessary to liquidate a Junior NISA before daughter turns 18 to get the tax benefits?

If

by nonbiricowboy

2 comments
  1. ~~I don’t think you can. It’s locked until she turns 18.~~

    Edit: ok looks like you can transfer the money out once the tax-free period ends.

  2. According to [retirewiki](https://retirewiki.jp/wiki/Junior_NISA):

    > Events triggered up reaching the age of 18
    A password is sent by mail to the named owner of the account.
    A standard “New NISA” account is created for future contributions.
    Holdings inside J-NISA annual accounts tare moved out into a taxable account, on the condition they have benefited from at least 5 years of tax exempt investment
    J-NISA annual accounts that are yet to have benefit from at least 5 years of tax free investment, are left as they are until they reach that five year threshold.
    By 2029 all J-NISA annual accounts will have had at least 5 years of tax exempt status.

    In other words, do nothing. Liquidating before 18 is just wasting some of the tax-free period.

Leave a Reply