High-Yield Dividend Investors Could Be Making This Expensive Tax Mistake
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At the 24% federal bracket, a portfolio generating $40,000 in ordinary-income dividends hands roughly $9,600 to the IRS every year. That is the recurring cost of holding high-yield REITs, mortgage REITs, and BDCs in a taxable brokerage instead of a Roth IRA, and the bill arrives every April for as long as the positions exist. The six names below all distribute income taxed at ordina
At the 24% federal bracket, a portfolio generating $40,000 in ordinary-income dividends hands roughly $9,600 to the IRS every year. That is the recurring cost of holding high-yield REITs, mortgage REITs, and BDCs in a taxable brokerage instead of a Roth IRA, and the bill arrives every April for as long as the positions exist. The six names below all distribute income taxed at ordina
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