Where You Hold SPYI and STAG Matters More Than You Think: The Taxable vs. IRA Math
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The post Where You Hold SPYI and STAG Matters More Than You Think: The Taxable vs. IRA Math appeared first on 24/7 Wall St..
Two of the most popular income holdings in retail portfolios right now, NEOS S&P 500 High Income ETF (CBOE:SPYI) and STAG Industrial (NYSE:STAG), throw off cash that looks similar on a monthly statement and behaves very differently on a tax return. SPYI pays a forward annualized $6.5076 on a share price near $54, a headline distribution rate in the low double digits. S
Two of the most popular income holdings in retail portfolios right now, NEOS S&P 500 High Income ETF (CBOE:SPYI) and STAG Industrial (NYSE:STAG), throw off cash that looks similar on a monthly statement and behaves very differently on a tax return. SPYI pays a forward annualized $6.5076 on a share price near $54, a headline distribution rate in the low double digits. S
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