Category: Eng
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2026 IRP Safe Asset 30% Fund Comparison: TIGER TDF2045 vs KODEX TDF2060 Active
Key Takeaways Why I Looked at This In a previous post, I sold my entire KODEX TDF2050 Active position and moved into TIGER TDF2045. The reason was simple: TIGER had a significantly higher allocation to U.S. markets. This time, Samsung launched a new fund — KODEX TDF2060 Active (IRP-qualified). With a target retirement year of…
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USCPA Journey #22 – Final Pass Letter Arrived
The pass letter finally arrived based on the release date of the last exam result. In the past, the pass letter used to include the scores for each section, but now it doesn’t contain anything particularly special. With this, my exam preparation posts have officially come to an end.
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Korea Tax-Deferred Accounts and U.S. Taxation: The ISA Case Study
My ISA account finally hit the 3-year maturity mark, and I was getting ready to transfer it into my retirement savings account to claim a tax deduction. But suddenly, a thought crossed my mind:“Wait… wouldn’t this affect my U.S. tax return?” So I decided to double-check. 💡 Conclusion If you live in the U.S., all…
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USCPA Journey #21 – REG Exam Result
It’s finally over. Thankfully, I managed to pass all sections on the first try without failing any of them. Passing the exam doesn’t instantly change my life, of course, but having taken on the challenge and succeeded definitely feels good. I shared the news with my family and close friends, and they all congratulated me…
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USCPA Journey #20 – REG Exam Recap
Finally took the last exam. I only had about 6 to 7 weeks to study, so my preparation wasn’t sufficient.In particular, the Business Law (BL) section was completely new to me, and I didn’t have enough time to study it. Toward the later part of my study period, I realized I couldn’t cover everything, so…
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USCPA Journey #19– AUD Exam Result
I was really nervous, but thankfully… I passed. It feels like I’ve finally crossed about 90% of the CPA mountain. My girlfriend said she couldn’t see any of the typical traits of someone who studies well in me — and honestly wondered if I’d ever pass studying the way I do. She says it’s kind…
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USCPA Journey #18– Starting REG Subject
Somehow, I’ve made it to the final section. Since my NTS has an expiration date, I need to take the exam by mid-October. With a business trip and travel plans already set for then, I scheduled the test for 10/09. A retake of AUD looks likely, but since the AUD score won’t be released for…
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USCPA Journey #17 – AUD Exam Recap
For both FAR and BAR, I didn’t walk out of the exam with overwhelming confidence, but at least with those sections you get a sense of what you got right or wrong since they’re so number-heavy. Audit, on the other hand, was a completely different story. During the exam I actually caught myself thinking, “So……
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USCPA Journey #16 – AUD Exam Scheduling
Started studying AUD in March. I worked hard through March and April, but after visiting Korea in May, I couldn’t keep up with studying. Now I’m slowly getting back on track. The exam date is set for August 16. Looks like I won’t be able to take a summer vacation this year 😢 — the…
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Comparison of IRP Safe Asset Options in Korea (TIGER TDF2045 vs KODEX TDF2050 vs ACE TDF2050 Active)
Key Conclusion Background of the Review As I mentioned in a previous post, I had been investing in KODEX TDF2050 Active as my IRP safe asset. For your information, the table below shows my portfolio of personal pension accounts such as retirement savings and ISA accounts. Account KODEX S&P500 (379800) KODEX NASDAQ 100 (379810) KODEX…