How Tax Treaties Affect Your Cross-Border Stock Dividends

Episode 118 of The Tax Policy Podcast dives into the little-known world of cross-border dividend taxation. Lucas walks Luna through a real scenario: a US resident holding shares in a German company, and how a tax treaty can slash the withholding tax from 26.375% down to 15%. They explain the mechanics of the foreign tax credit, why the treaty rate isn't automatic (you need Form W-8BEN), and how this affects portfolio returns for international investors. The episode also touches on pending changes in the 2026 OECD framework and what it means for the standard 15% treaty rate on US dividends flowing out. No fluff, just one concrete example that explains a global tax rule millions of investors encounter. #TaxTreaties #DividendTax #CrossBorderInvesting #WithholdingTax #ForeignTaxCredit #OECD #FormW8BEN #TaxPolicy #InternationalInvesting #PortfolioReturns #DoubleTaxation #GermanDividends #USTax #Economics #TaxReform #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo